Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
The Swiss bank pulled out of the US financial advisory business in 2015 when it shuttered its private banking unit here.
The cryptocurrency and cryptoasset strategies will offer direct ownership, low minimums, and portfolio reporting integration.
The securities watchdog said she broke US rules by not disclosing she was paid for the promotion.
The firm's former CEO, Laurence Allen, is barred and its current CEO, Michael Schunk, is suspended.
The fund might include firms that have products or services tied to virtual platforms, social media, gaming, digital assets and augmented reality.
Only 21% of Americans feel comfortable investing in cryptocurrencies, down from 35% in 2021.
Thomas is partnering with former Bank of America credit specialist Anthony Hoye to provide financing to minority and women-led businesses.
The fund requires a $500 minimum investment and charges a management fee of 2.75%, with a total expense ratio estimated at 4.22%.
It's been win some, lose some for UBS as it defends its complex options strategy, but lately investors seem to be prevailing more.
Daniel Lerner, who's executive vice president of investor services at David Lerner Associates, faces potential disciplinary action over sales of energy funds.
In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.
Last week, Judge Rodolfo Ruiz gave the SEC 10 days to negotiate a settlement with Par Funding founders Joseph LaForte and his wife, Lisa McElhone.
Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.
Investors are bracing for volatility from the jumbo Federal Reserve interest-rate hike expected Wednesday to fight price pressures.
Regulators, analysts and financial advisers worry the easy access to enhanced performance will hurt unsophisticated investors.
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.
