Ramji worked at New York-based BlackRock, the world’s biggest asset manager, for about a decade and was considered one of several potential successors to CEO Larry Fink.

About a quarter of Americans are already investing in crypto, according to one source. Advisors will be well-served to get comfortable with the asset class.

Speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., discuss how investing strategies, including SMAs and digital assets, and how inflation and the Fed are impacting investing.

While 95 new mutual funds have debuted this year, 123 have already shuttered, according to Morningstar Inc. data.

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.

After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January. Several asset managers made moves to bolster their products targeting the private wealth channel. These...