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Here we go again: Ether gains on hopes for SEC ETF approval
INDUSTRY NEWS JAN 11, 2024
Here we go again: Ether gains on hopes for SEC ETF approval

'Runner-up' crypto has gained more than bitcoin since the SEC approved spot ETFs.

Citadel Securities is sole bidder for Credit Suisse's China venture
INDUSTRY NEWS JAN 11, 2024
Citadel Securities is sole bidder for Credit Suisse's China venture

While many firms are pulling back from the market, the Ken Griffin founded firm sees opportunity.

Spot bitcoin ETFs will be in SEC's crosshairs
ETFS JAN 10, 2024
Spot bitcoin ETFs will be in SEC's crosshairs

The products, which could begin trading Thursday, will be closely scrutinized by the regulator, which did not approve them willingly, a lawyer says.

Most Democrats support DOL advice proposal in House hearing
RETIREMENT PLANNING JAN 10, 2024
Most Democrats support DOL advice proposal in House hearing

'We ought to require the best interests of the investor to be protected and we’ve got some loopholes to fill,' says top Democrat on the panel.

SEC OKs 11 spot bitcoin ETFs in milestone for digital assets
ETFS JAN 10, 2024
SEC OKs 11 spot bitcoin ETFs in milestone for digital assets

The exchange-traded funds will greatly increase access to the largest cryptocurrency.

Who keeps track of IRA basis?  
JAN 10, 2024
Who keeps track of IRA basis?  

Ultimately, it is the client’s (the taxpayer’s) responsibility to keep track of IRA basis. But there is more that you need to know.

When to convert to a Roth IRA 
JAN 10, 2024
When to convert to a Roth IRA 

A Roth IRA conversion is great for retirement planning, but the timing and conditions must be right

Cambridge launches fee-only RIA
RIAS JAN 10, 2024
Cambridge launches fee-only RIA

BridgePort Financial Solutions can provide smaller RIAs with support in areas such as technology, practice management and outsourcing.

BlackRock, Ark cut fees on bitcoin ETFs again
ETFS JAN 10, 2024
BlackRock, Ark cut fees on bitcoin ETFs again

Fund companies try to position their products to attract first-day inflows that could hit $4B once the SEC approves the funds.

3 ways to jump-start your growth in 2024
OPINION JAN 10, 2024
3 ways to jump-start your growth in 2024

As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.

MAI Capital Management expands with $1.4B firm acquisition
RIAS JAN 10, 2024
MAI Capital Management expands with $1.4B firm acquisition

The deal enhances the RIA's presence in Ohio and Northern Virginia.

Private health insurance premiums to reach new record high this year
INDUSTRY NEWS JAN 10, 2024
Private health insurance premiums to reach new record high this year

Costs surged in 2023 and are set to do the same in 2024, says new report.

Bond market has a $2T debt problem that's fast approaching
FIXED INCOME JAN 10, 2024
Bond market has a $2T debt problem that's fast approaching

As governments prepare to ramp up supply, will investors want to take the risk?

Bitcoin steady following fake SEC social media post on ETFs
INDUSTRY NEWS JAN 10, 2024
Bitcoin steady following fake SEC social media post on ETFs

Hackers posted on regulator's X account that it had approved spot ETFs.

Luxury housing market to be driven by sustainable homes, AI
INDUSTRY NEWS JAN 10, 2024
Luxury housing market to be driven by sustainable homes, AI

New report says environmental concerns are becoming mainstream.

Billionaire vs. auction house $233M trial begins over 'lost Leonardo'
INDUSTRY NEWS JAN 10, 2024
Billionaire vs. auction house $233M trial begins over 'lost Leonardo'

New York court case provides rare glimpse of often opaque fine art world.

What you need to know about backdoor Roth conversions 
JAN 10, 2024
What you need to know about backdoor Roth conversions 

How do backdoor Roth conversions work?

Advisors worry about losing independence under DOL contractor rule
PRACTICE MANAGEMENT JAN 09, 2024
Advisors worry about losing independence under DOL contractor rule

'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'

Finra watching crypto assets, brokers in 2024
BROKER DEALERS JAN 09, 2024
Finra watching crypto assets, brokers in 2024

Finra reveals it's keeping tabs on salespeople and financial advisors who are involved in the marketing and sale of digital assets.

SEC denies bitcoin ETF approval after X account compromised
ALTERNATIVES JAN 09, 2024
SEC denies bitcoin ETF approval after X account compromised

Chair Gary Gensler denounces unauthorized social media post.