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Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1 -
The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.
January 31 -
The technology could make collecting more appealing to investors.
January 23Capco -
Chairman Jay Clayton said he remains worried that cryptocurrency can be too easily stolen or manipulated on exchanges.
November 28 -
Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.
October 23 -
The new platform will support bitcoin and Ether early next year and offer over-the-counter trade execution and order routing.
October 15 -
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 14Intuit 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