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Liquidity and valuation are the regulator’s key areas of concern.
January 10 -
New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.
January 5 -
Brokerages have broken ranks in recent weeks over whether to facilitate clients’ bets on bitcoin amid widespread concern that it’s a bubble or that the cryptocurrency’s price is potentially susceptible to manipulation.
January 4 -
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
January 2 -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27 -
Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.
December 26 -
Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.
December 22 -
The firm aims to use the technology to reduce both manual tasks and risk.
December 21 -
More than 15 similar products have been proposed since 2013. Some applications were withdrawn. Others are in purgatory.
December 20 -
Bets on a bullion rally decline as interest shifts to cryptocurrencies.
December 19 -
Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.
December 17 -
Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.
December 12 -
The cryptocurrency attracts a generation that believes in the power of networks.
December 12
Financial Planning -
What's the best cryptocurrency? Who cares?
December 11
Bloomberg -
It’s been month after month of record-breaking, confounding growth for the cryptocurrency, accompanied by regular warnings from banks about bubble speculation.
December 4 -
"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.
November 29
Retirement Matters -
A 10-fold return has made the cryptocurrency hard to ignore — even as experts warn about risks.
November 29 -
One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.
November 28 -
The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.
November 28
Mercer Advisors -
The startup aims to work with exchanges, over-the-counter venues and fund accountants as digital currencies gain more mainstream acceptance.
November 28



















