Alternative Investments

Individuals and other entities targeted in the wake of Russia’s invasion of Ukraine may circumvent penalties if they choose to use crypto.

Study weighs against increased regulations... for now.

Gridline joins other digital platforms, such as CAIS and iCapital, in providing advisors with better access to alternatives and removing many of the challenges of investing in the private markets.

Set your family office clients up to succeed. Prioritize the succession plan.

Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.

Unidentified hackers drained $21 million in Bitcoin and $15 million in Ethereum from the accounts of IRA Financial Trust customers.

BlockFi, which didn’t admit or deny the regulator’s findings, will pay $50 million to the SEC and another $50 million to 32 states.

A recent SEC Risk Alert means unprepared fiduciaries risk facing an uncertain road ahead.

Focus Financial Partners represents CAIS' first enterprise-level customization at this scale, and CAIS CEO Matt Brown sees this as a jumping off point to working with others going forward.