Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

A survey from the FINRA Foundation and CFA Institute finds that cryptocurrency and individual stocks remain popular with the younger crowd.

Representatives of the industry argue the changes would fall particularly hard on planners who are authorized to make trades on behalf of clients.

As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

FINRA and NORC survey results suggest the flood of new investors hasn't slowed since the pandemic, and many of them are coming for digital assets.

Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

In first appearance before GOP-controlled Financial Services Committee, SEC Chair brushes off criticism over regulation of digital assets.

A securities expert says the Ponzi-like plot allegedly carried out by a former Deutsche Bank investment banker is a sign that regulators need to provide crypto clarity.