How Should Advisors View Crypto Assets?
By Bernice NapachAdvisors should approach crypto the same way they would any other asset, says Ben Cruikshank, head of a new crypto solution for RIAs.
October 06, 2021
BlackRock Adding Annuities to 401(k) PlansThe firm expects over 120,000 U.S.-based 401(k) plan participants will be able to access the annuity option starting in 2022.
October 06, 2021
FPA Launches Support Community for Neurodivergent Financial PlannersThe Neurodivergent Planner Knowledge Circle will explore the needs of planners with autism, ADHD, dyscalculia, dyslexia, Tourette syndrome and other learning variations.
October 06, 2021
NASAA Wants to Rein in Advisors Who Fail to Pay Arb AwardsPublic comments are sought about model rules that could prompt enforcement actions by NASAA members against violators.
October 06, 2021
SEC Is Stretched Thin, Gensler TestifiesExam division staff has remained relatively flat despite recent growth of more than 20% in the number of RIAs, Gensler said.
October 05, 2021
SEC Chief Says the U.S. Won't Ban CryptocurrenciesThe U.S. won't follow China's lead in banning digital tokens and remains focused on investor and consumer protection rules, says Gary Gensler.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.