RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "cryptocurrency"


Headline

Publish date


Lori Chavez-DeRemer: I applaud President Trump.

Trump Labor Secretary 'applauds' Trump and his executive order to put 'alts' in 401(k)s, but president is overstepping Congress, fiduciary expert says

The DOL says it is being directed to loosen up fiduciaries to apply best judgment when selecting investments without fear of legal ramifications.

August 8, 2025 at 4:36 AM

Rick Wurster: They'd love to work with a trusted brand.

Rick Wurster puts hard(er) date on Schwab spot bitcoin launch, after key hire and 400% surge in visits to its 'crypto site,' but isn't pulling down crypto red flags quite yet

The Schwab CEO expects house 'spot' trading by mid-April 2026, though Schwab's site starkly warns crypto has no 'inherent value.'

April 19, 2025 at 3:39 AM

Joseph Vietri: Ex-Schwab Advisor Services exec now in the hot seat to meld 'conservative' Schwab with brave-new-world crypto.

Charles Schwab Corp. names 'head of digital assets' with no cryptocurrency chops but entrusted by inner circle to make big, critical decisions, fast

Joseph Vietri needs to in-source critical 'human capital,' then determine whether to private-label 'Coinbase' or 'go big' with in-house custody, and other picks and shovels of direct bitcoin ownership and performance reporting.

February 20, 2025 at 2:37 AM

Betterment CEO Sarah Levy is making another practical, if painful, decision.

Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute

The New York robo's 2022 move into crypto was ill-timed. First, the digital asset market crashed, then SEC approval of crypto ETFs pushed direct holdings toward obsolescence

October 18, 2024 at 3:48 AM

Mike Reust: It is the intent to sunset the brand in the future.

Betterment's new CEO spices up baked potato robo menu with self-directed crypto allocations; one guru calls it a 'square peg' in round hole, but Morningstar analyst sees 'leapfrog' potential

New York City robo-advisor CEO Sarah Levy bought 'Makara' after 90% demand it; they can choose crypto for 100% of portfolios but must pay a fee of 100 basis points.

February 15, 2022 at 2:39 AM

Fidelity Canada operates largely from this building in Toronto.

Fidelity gets its crypto ETF --albeit Made in Canada -- giving RIAs a way to buy 'physical' Bitcoin

After Fidelity was rebuffed by the U.S. Securities and Exchange Commission, Fidelity Canada had more luck by turning to its own securities cop with a more abiding outlook on crypto currency as an investible asset

December 4, 2021 at 4:12 AM

Andy Rachleff chooses a high-priced mutual fund under unusual circumstances to check the crypto box.

Wealthfront cedes to four years of investors clamoring for crypto by taking on expensive third-party vendor that Betterment rules out

The Redwood City, Calif., robo-advisor turned a hard 'no' into a soft 'yes' by dealing with Grayscale and its 200 basis-point-plus fees, which its robo rival in NYC -- also without a crypto path -- finds ludicrous.

August 14, 2021 at 2:20 AM

Roger Aliaga-Diaz: 'There is no enduring economic or investment rationale to expect cryptocurrencies to generate positive real returns.'

Charles Schwab & Co. dials in what it may consider SEC's all-clear signal on bitcoin, while Vanguard's take includes nothing to turn a red light green

The Westlake, Tex., brokerage is taking a hyper-pragmatic, outward-looking approach and the Malvern, Pa. giant is relying on its inner compass, vision of reality.

June 4, 2021 at 1:45 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2025 RIABiz Inc. All rights reserved.