As the wealth management industry waits for the Securities and Exchange Commission to approve the first exchange-traded fund investing directly in cryptocurrency for U.S. investors, the industry is moving forward with a strategy that could reduce the need for a ...

While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise ...

This month’s edition kicks off with the big news that Riskalyze has been recapitalized with a valuation of more than $300 million, as the risk tolerance assessment tool continues to expand its adviser reach — seemingly unimpacted by an explosion ...

Onramp Invest, a San Diego-based integration-platform-as-a-service company that provides access to cryptoassets for RIAs, has raised $6 million in seed fundraising. The company said it plans to expand its service offerings to registered investment advisers, explore registering as a broker-dealer ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...