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Love or hate Bitcoin and other cryptocurrencies, Ric Edelman says advisors still must prepare to help clients invest in a "cashless future."
October 5 -
Given the steep rise in the price and use of virtual currencies, expect clients to have questions.
September 14
Intuit ProConnect -
The SEC called into question the ability of the cryptocurrency’s exchanges to sufficiently police trading.
July 27 -
The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.
July 17 -
Advancements in fintech, new products and a shifting regulatory environment are among industry executives' top concerns.
July 17 -
Kapin Vora, Moderator, Partner, Capco, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11 -
The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.
June 22 -
The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.
June 19 -
Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.
June 14 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21 -
“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.
May 9 -
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So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.
February 21 -
Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.
February 13
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Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.
February 8 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 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 -
Collaboration and acquisition between incumbents and start-ups is poised to increase.
December 22
Jefferson National -
The firm aims to use the technology to reduce both manual tasks and risk.
December 21














