ETFs

Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.

The T3 Bitcoin Volatility Index, which uses options prices to give a sense of expected 30-day swings in the token, has jumped to the highest level since the aftermath of the collapse of FTX.

Rather than worrying about having 'too many eggs in one basket,' focus on creating a basket that protects those valuable eggs.

Merrill and Wells Fargo join Charles Schwab Corp. and Robinhood Markets Inc., which started offering the spot Bitcoin ETFs shortly after their approval.

Advisors can use options that are derivatives of the Bitcoin ETFs to manage crypto as they do other assets.

Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found...

The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.