Crypto-fund pioneer Bitwise Asset Management is tweaking its cryptocurrency index fund, adding weekly liquidity and cutting fees for $1 million and up accounts.

There are still many clients who are not aware of their disclosure and reporting obligations.

Alleged mismanaged royalties are at the center of the conflict.

Clients considering getting married later in life face many issues.

Advisors who understand these unique circumstances will be best positioned to build this important client segment.

HSBC Global Private Banking expands to Seattle, John Hancock plans a single, integrated platform for annuity customers and yacht chartering is booming.

These are the ways marijuana use can impact your clients’ insurance premiums.

Few businesses mine the tax code for benefits more effectively than professional sports teams.

Families offices should take steps to build trust among their members as well as with the public at large, says the executive director of the Family Office Exchange.

Investors saved $4 billion last year thanks to lower fees, wealth managers are still too vulnerable to down markets and accounting firms partner on wealth management.