The Latest

A self-reporting program on 529 plan share classes yielded five more settlements, and wealth managers agreed to pay a combined $15 million.

A committee says summaries provided by firms are full of jargon and readability issues. But fiduciary and plain-language experts say Form CRS itself needs an overhaul.

A look back at the biggest events and trends that shaped the industry last year.

Regulators rejected a pair of proposals to offer physically backed Bitcoin exchange-traded funds, handing crypto enthusiasts a proverbial bag of coal ahead of the Christmas holiday.

Small companies, value stocks and foreign markets have been horrible performers in recent years, leaving them cheap and unloved — which is why they merit another look.

Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.

Peter Corless is the EVP of Enterprise Development at OnShift.

Decentralized finance is on your clients’ radars, and should be on yours, too.

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.

Ryann Ramos is a product manager at Advyzon. She is a team-oriented, skilled communicator and organizational enthusiast with experience in financial investment technology.