Cryptocurrency
Cryptocurrency
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Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
April 11 -
Tokenization can unlock new hedging and investment opportunities.
April 11 -
The Treasury Secretary makes the first speech after Biden’s executive order on digital assets.
April 7 -
A recent study has found that 96% had still not filed their taxes as of the end of March, with confusion over how to do so being the primary reason.
April 6 -
Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.
April 6 -
About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.
April 5 -
For advisors, cryptocurrency is increasingly too impactful to ignore as their clients — and not only millennials — are interested in the offerings.
April 1 -
Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.
March 30 -
Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.
March 21 -
SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.
March 14