MAY 20, 2024

ALTERNATIVE INVESTMENTS

Report: Half of Advisors to Recommend Crypto in the Next 12 Months

Elaine Misonzhnik

The introduction of bitcoin ETFs is fueling increased advisor engagement with digital assets, according to a Digital Assets Council of Financial Professionals survey.

FULL ARTICLE

HIGH NET WORTH

IRS Issues Proposed Foreign-Trust Regulations

Rita M. Ryan

The agency seeks to prevent abusive tax schemes.

FULL ARTICLE

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CAREERS

Certifications in Wealth Management: Elevating Standards and Shaping Futures

Sean R. Walters

Certified advisors differentiate themselves by being equipped to offer comprehensive services that address complex client needs.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Spotlight on ‘Shadow Banking’

Larry Swedroe

A look at the recent performance of private direct lending.

FULL ARTICLE

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