Cryptocurrency
Cryptocurrency
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Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.
April 26 -
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.
April 25 -
Canadian fintech startup brings crypto education to advisors through Morningstar Advisor Workstation Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.
April 24 -
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.
April 21 -
In first appearance before GOP-controlled Financial Services Committee, SEC Chair brushes off criticism over regulation of digital assets.
April 19 -
Former broker accused of duping friends, classmates and colleagues out of $1M in crypto-fueled fraud 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.
April 17 -
No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.
April 10 -
Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.
March 20 -
Judges question how a spot market for crypto asset would differ from already approved futures market.
March 8 -
He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.
February 28 -
While new data shows Black individuals investing more, the trend has been driven by a focus on riskier investments.
February 23 -
New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.
February 1 -
From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.
January 30 -
Tax pros who have begun working on their clients' returns are encountering a slight change in wording at the top of Form 1040.
January 24 -
A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.
January 23 -
Keith Lerner, co-chief investment officer at Truist Wealth, says now is not the time to go all-in on memes and crypto.
January 23 - AB - Policy & Regulation
Financial services regulators should treat cryptocurrency trading for what it is — another form of wagering, some experts say. But banks seeking to provide custody and many other services tied to digital assets would face even tighter restrictions under that approach.
January 18 -
The former tech entrepreneur, "Razzlekhan" rapper and accused cryptocurrency thief Heather Morgan has a new job.
January 17 -
Coinbase Global is firing about 950 employees, or 20% of its workforce, as the worsening crypto slump spurs another round of layoffs at the biggest U.S. digital-asset exchange.
January 10 -
The cryptocurrency conglomerate Digital Currency Group closed its wealth management division, the latest sign of trouble amid a deep and prolonged slump in the crypto industry.
January 6