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Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela

For the Westlake, Texas-headquartered financial services company, net income was up significantly from the year-over-year figures but down slightly from the first quarter.

At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.

Higher equity values and client activity pushed up the major custodian’s revenue in the second quarter, despite significant headwinds.

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

The Securities and Exchange Commission is ramping up enforcement against cryptocurrency providers, as the Internal Revenue Service has also stepped up investigations and compliance efforts.

FINRA arbitrators decided not to hold the major custodian liable for transactions prior to 2008, an attorney for the clients says.

Yet there is concern the Delta variant of the coronavirus may spread and spear policy actions that could slow economic growth.