Mar 26, 2021

How digital assets are taxed is poorly understood by clients and advisors alike.

Fund News Advisors Can Use: ETFs and the Parabolic Rise in GameStop’s Price

Mar 26, 2021

In this week's fund news, SPDR’s head of research, Matthew Bartolini, uses the GME frenzy as a case study for ETFs’ effectiveness; the Mooch and Fidelity file for Bitcoin ETFs; and iShares and State Street slash ETF fees.

Fidelity Applies for Bitcoin ETF With U.S. Securities Regulator

Mar 25, 2021

The Wise Origin Bitcoin Trust would use underlying prices from exchanges that include Bitstamp, Coinbase, Gemini, itBit and Kraken.

The 20 ETFs with the Best Three-Year Returns

Mar 25, 2021

ARK Investment and clean energy funds were among those posting the best returns over the past three years.

Trading App Robinhood Says It Files Confidentially for IPO

Mar 24, 2021

Robinhood could go public as soon as late in the second quarter but the timing could change.

Sponsored Content

Fastchat: Fixed Income Outlook

Sep 16, 2021

Watch as Gene Tannuzzo, CFA, Deputy Global Head of Fixed Income, Columbia Threadneedle Investments discusses fixed income and the accelerated changes due to the pandemic with Todd Rosenbluth, VP, CFRA, WealthManagement.com Contributor.

Don’t Overlook DB Plans’ Funded Status Volatility

Mar 23, 2021

Rapid changes in interest rates and volatile equity returns can cause multiple problems.