Ophelia Snyder, 29, is already managing $2.5 billion. She is now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.
Under Chairman Gary Gensler, the agency is taking a closer look at private equity, hedge funds.
Choice is adding a Price-Is-Right-style game that rewards account holders with small amounts of Bitcoin that are added to their retirement savings.
Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.
The SEC enforcement review focuses on whether the companies’ offerings should be registered as securities, people say.
Now that it has broker-dealer status, Gemini Galactic Markets can operate an alternative trading system that will facilitate the trading of digital asset securities.
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Regulator's complaint details examples of repeated applications – in some instances as many as 13 in one month.
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The Tennessee-based firm has sold a minority stake to Merchant Investment Management, citing the need to build scale in the fast-consolidating wealth management industry.
The UDF real estate dilemma has been unwinding for years. The UDF executives now face up to 25 years each in federal prison.
Lenox Wealth Advisors became Wealthspire over the weekend, with Private Capital Group and Private Ocean the next firms under NFP's umbrella to see name changes.
SPDR Gold Shares reports biggest inflow since listing in 2004.
Firm is waiting for clarity on ETF rules, CFO Portney says.
The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
The new products not only provide investment opportunities that aren't available on the open market, but can also combine a client’s passions — for things like antique cars or even musical instruments — with their investment portfolios.
As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
Scams involving self-directed individual retirement accounts are another area of concern, according to an annual survey by the North American Securities Administrators Association.
The alternative investment provider increased assets on the platform to more than $104 billion last year. The secret could be its ability to combine multiple high-net-worth investors into a single private placement.
