Practice Management

Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.

Slowly, advisors are beginning to understand that shorter, online, on-demand video makes sense. It’s about time.

There are seemingly countless options to consider, but it’s advisable to keep it fairly broad.

If states adopt the rules, they could bring the hammer down on advisors and firms that shirk paying the fines.

Teams, technology and taxes are behind the rising wave of deals, writes the president of Merit Financial Advisors.