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Advisor Innovations: CAIS’ Matt Brown on Connecting Advisors to Alternative Investment Managers
Jan 31, 2022
CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.
Cathie Wood
A Rising Crypto Star Has the SEC and Volatile Markets in Her Way
Jan 31, 2022
Ophelia Snyder, 29, is already managing $2.5 billion. She’s now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.
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Intro to NFTs for Estate Planners
Jan 31, 2022
How to talk to clients about this new(ish) asset class.
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Nine Factors for NFT Valuation
Jan 28, 2022
Valuation of NFTs is one big unknown; establishing a reliable methodology will be critically important as the market continues to grow.
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Crypto, NFTs Are Rife With ‘Mountains’ of Fraud, IRS Says
Jan 27, 2022
IRS investigators seized $3.5 billion worth of cryptocurrencies tied to financial crimes during fiscal year 2021.
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KKR Names New Global Head of Private Wealth
Jan 26, 2022
KKR has appointed Todd Builione to the newly created role of global head of private wealth, as that market now accounts for 10%–20% of new capital coming in the door.
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Crypto Tax Loophole Offers Escape Hatch for Battered Investors
Jan 25, 2022
Selling for less could mean future tax savings.
Tax Breaks for Crypto Millionaires Stir Outrage in Puerto Rico
Tax Breaks for Crypto Millionaires Stir Outrage in Puerto Rico
Jan 20, 2022
Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.
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Hype or Not? Episode 1: Cryptocurrency
Jan 20, 2022
Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management.
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Vinovest Opens Diversified Wine Fund to Advisors
Jan 20, 2022
Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences.
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