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RIA Advisors
Crypto for Advisors: Bitcoin, IRAs and Tax Prep
Considerations for adding bitcoin to Traditional IRAs - it’s essential to set it up correctly with a platform that offers comprehensive support and peace of mind.
The Shopification of Wealth
Just as Shopify democratized e-commerce, enabling millions to open online stores, on-chain rails are poised to lower the barriers to entry in the financial advisory business, says Miguel Kudry.
Coinbase, Anchorage Digital Say They'd Be OK Under SEC Custody Proposal, but Risks May Lurk for Others
The U.S. Securities and Exchange Commission’s proposal to require investment advisers use only “qualified custodians” could complicate advisers' use of crypto platforms.
SEC Proposal Could Bar Investment Advisers From Keeping Assets at Crypto Firms
As long as crypto platforms and lenders aren’t registered as exchanges or banks, they wouldn’t qualify as custodians in the latest SEC limits proposed for registered investment advisors.
SEC Directs Examiners to Focus on How US Broker-Dealers Are Pitching Crypto
The U.S. securities regulator issued its annual examination priorities on how it’ll keep track of emerging risks. The handling of crypto was one of the highlights.
What Will Lead Registered Investment Advisors to Recommend Crypto?
Michael Liebowitz of RIA Advisors joins "First Mover" to explain why registered investment advisors and their clients are very cautious about crypto at this time but will be inclined to invest if U.S. regulators approve an exchange-traded fund. "They see what's going on with the Fed and what [it's] doing to purchasing power," Leibowitz said. "We're going to find alternative methods to protect ourselves."
