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Cryptocurrency investors are more charitable than others, Fidelity says
INVESTING ALTERNATIVES OCT 28, 2021
Cryptocurrency investors are more charitable than others, Fidelity says

The asset manager's philanthropic unit says crypto’s popularity could fuel charitable giving.

Cambridge chooses Skience for client onboarding
YOUR PRACTICE FINTECH OCT 27, 2021
Cambridge chooses Skience for client onboarding

The broker-dealer expands its use of the Skience platform by adding the onboarding module.

Riskalyze, Altruist integrate platforms
YOUR PRACTICE FINTECH OCT 27, 2021
Riskalyze, Altruist integrate platforms

Advisers now have access to risk assessment and portfolio analytic tools.

US SIF offers guide for advisers
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2021
US SIF offers guide for advisers

The nonprofit supporting sustainable investing suggests six steps advisers can use to start or strengthen a sustainable investment practice.

Chet Payne named president of Arkadios Capital
YOUR PRACTICE PRACTICE MANAGEMENT OCT 26, 2021
Chet Payne named president of Arkadios Capital

The former chief operating officer of Triad Advisors had been the Atlanta firm’s COO.

Fidelity offers program to help advisers manage wealth transitions
YOUR PRACTICE PRACTICE MANAGEMENT OCT 26, 2021
Fidelity offers program to help advisers manage wealth transitions

The eight-step plan emphasizes using emotional intelligence in a systematized way.

Colorado adviser pays $1.4 million to settle with SEC
NEWS REGULATION AND LEGISLATION OCT 26, 2021
Colorado adviser pays $1.4 million to settle with SEC

The agency charged Ann Vick with fraudulently raising $3.2 million from nearly two dozen investors for pooled investment fund.

Will the phrase 'ESG' exist in 5 years?
THE INVESTMENTNEWS PODCAST OCT 25, 2021
Will the phrase 'ESG' exist in 5 years?

Alexandra Mihailescu Cichon from RepRisk joins Jeff and Bruce to discuss the current state of ESG, and the future. Scott Silver also joins to chat about the recent Worden Capital fiasco and what it means for the industry.

UBS rep managing $265 million joins LPL
NEWS BROKER DEALERS OCT 25, 2021
UBS rep managing $265 million joins LPL

David Winchell is setting up his own firm, Winchell Financial Group, in Las Vegas.

Advisers beware: Bitcoin futures ETFs are a game-changer
YOUR PRACTICE FINTECH OCT 25, 2021
Advisers beware: Bitcoin futures ETFs are a game-changer

Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.