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The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.
July 17 -
More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.
June 29 -
About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5 -
“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.
May 9 -
The tax treatment of bitcoin and its ilk raises major questions.
April 3 -
Clients may be in the dark about the regulators new rules for taxing digital currencies.
March 23 -
Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.
March 15 -
The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.
March 7 -
The products can offset potential losses from lowered state and local deduction limits.
February 27 -
So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.
February 21 -
The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.
February 14 -
Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.
February 8 -
Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.
February 5 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2 -
It’s the biggest plunge in equities since June 2016.
February 2 -
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.
January 18 -
The index rose more than 300 points, reaching its highest close ever.
January 17 -
Brian Moynihan said "it’s just our view that customers should be careful here."
January 17 -
Liquidity and valuation are the regulator’s key areas of concern.
January 10

















