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 ...

Amid all the arguments being made for reducing fixed-income exposure in exchange for the much more exhilarating journey across the high-flying equity markets, Thomas Lee, chief investment officer at Parametric, offers a counter perspective. While Lee acknowledges the rationale against ...

Josh Brown, an adviser and blogger, along with his business partner and three financial media and event entrepreneurs, will run a four-day event, Future Proof, that covers technology and trends they say are changing wealth management. Brown, along with partner ...