Cryptocurrencies
Read the latest developments in cryptocurrency investing, including performance, regulation and new offerings by new and established financial firms.
8 Bitcoin Tax Facts to Know
By Emily HolbrookAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 22, 2021
5 Big Shifts That Will Reshape Wealth Planning in 2022 and Beyond: Northern TrustThe pandemic's impact will be felt long after it's declared over. Here's what advisors can expect.
December 21, 2021
WisdomTree Won't Call It Quits in Bitcoin ETF FightThe SEC issued a final rejection of the ETF in early December.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 17, 2021
Debate: Should Crypto Exchanges Be Required to Report on Customers to the IRS?Two professors discuss the increased reporting requirements on cryptocurrency "brokers" and recipients under the new infrastructure law.
December 16, 2021
Misreported Crypto Gains? Fix Mistakes Before It's Too LateAdvisors should be on alert and take the time to catch up now, before the IRS toughens enforcement.
December 13, 2021
7 Worst Bogus Advisors in America: 2021The head of an investment club called Amongst Friends and a dentist were among those accused of running investment scams.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.