Cryptocurrency
Cryptocurrency
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The head of Wall Street’s top derivatives regulator said that financial market regulators are considering steps to rein in the crypto market if Congress doesn’t pass legislation.
May 10 -
Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.
April 20 -
While many see a spot ETF as a way to solve problems such as contango and higher fees, there is skepticism that the SEC will approve one anytime soon.
April 14 -
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 -
President Biden's executive order on cryptocurrency assets and a central bank digital currency marks the beginning of the administration's efforts to integrate crypto technology into the financial regulatory apparatus. That process has important implications for banks in the near term and down the road.
March 13 -
Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.
March 11 -
The president is set to sign an executive order Wednesday directing federal financial regulators to address risks associated with digital assets and explore the establishment of a digital currency.
March 9 -
The advisor failed to disclose the low-interest loans he received from a fraudulent crypto securities issuer in exchange for selling the products, investigators say.
March 2 -
The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1 -
Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.
February 14 -
The wealth management industry continues its slow embrace of digital assets.
February 9



















