-
The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.
April 21 -
In first appearance before GOP-controlled Financial Services Committee, SEC Chair brushes off criticism over regulation of digital assets.
April 19 - Former broker accused of duping friends, classmates and colleagues out of $1M in crypto-fueled fraud
A securities expert says the Ponzi-like plot allegedly carried out by a former Deutsche Bank investment banker is a sign that regulators need to provide crypto clarity.
April 17 -
Judges question how a spot market for crypto asset would differ from already approved futures market.
March 8 -
A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.
February 15 -
Government watchdogs propose more oversight amid collapse of crypto and falling markets.
December 27 -
For financial planners working with digital assets, the key to staying on regulators' good side is to 'disclose, disclose, disclose.'
December 13 -
Speakers at the Crypto for Advisors conference said that as crypto questions come up more often, financial advisors need to prepare themselves
December 12 -
A recent study has found a correlation between tax scrutiny of digital assets and the use of tax loss harvesting as a compensating measure.
December 6 -
The head of the Commodities Futures Trading Commission disputes the idea that his agency would have a "light touch" with digital assets or encroach on the SEC.
December 1 -
The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.
November 29 -
Crypto boosters are quick to caution jittery investors that other, better-regulated industries have not been immune to scandals.
November 23 -
A new tax form for 2022 returns that will be filed next year clarifies how investors should report digital assets.
October 19 -
Grayscale Investments, the largest crypto asset manager, said the Securities and Exchange Commission acted arbitrarily earlier this year in rebuffing a bid to convert its $12 billion spot bitcoin trust into an exchange-traded fund.
October 12 -
Although putting money into alternative assets is already legal, some hesitate to do it because of perceived legal pitfalls.
October 6 -
Here's a list of the terms that advisors interested in crypto should be familiar with.
August 10 -
The investment group accuses the regulator of “failing to apply consistent treatment to similar investment vehicles.”
July 1 -
Digital currencies are no longer a curiosity, but a key investment opportunity advisors are starting to consider.
May 12 -
Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.
April 26 -
About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.
April 5






















