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Here's what you missed this week in wealth management.

Matthew Hougan, chief investment officer of Bitwise Asset Management, said investing in cryptocurrencies is like “investing in the internet in the late 1990s.”

After topping $1 billion in client assets, Crewe Advisors completed the first step in its growth strategy.

David R. Martin, Esq., a business lawyer licensed in the Commonwealth of Puerto Rico and author of Puerto Rico: The Economic Rescue Manual.

While COVID damaged the economy, it also created a widening pool of super wealthy investors.

Tilman Ehrbeck co-manages the venture capital firm Flourish.

Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.

The distinction between the two concepts lies in advocacy and leadership, said executives from Morgan Stanley, J.P. Morgan, Citi and Stifel.

Nancy began her Commonwealth career in 1999 and has worn many hats during her tenure at Commonwealth, and that experience has been invaluable in her quest to streamline processes and gain efficiencies. She oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support.

The practice led by two brothers is the 10th to join Dynasty’s platform in 2021, as more wirehouse teams go independent.