Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.

Learn the IRS rules and act promptly, and you could get a tax benefit for years to come to ease your pain.

Dismissing client questions about crypto investing out of hand won't make their interest go away.

“We have 19,000 digital currencies ... most of them are junk.”

The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors.

Technology is adding another layer of complexity to the planning process.

Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.

Julius Baer’s shift toward offering crypto services is in stark contrast to Zurich rival UBS, which so far has said it’s not interested in advising clients on “speculative” assets.