Investment Advisers: Elevate your expertise!
Join our exclusive April webinars and earn 1 CFP or IAR CE credit per course....more
Investment Advisers: Elevate your expertise!
Join our exclusive April webinars and earn 1 CFP or IAR CE credit per course....more
The SEC approved eleven spot Bitcoin ETFs on January 10, 2024. As a result, investment advisers may be curious about whether or how to integrate Bitcoin ETFs into client portfolios. This blog is intended to provide an update...more
1/16/2024
/ Bitcoin ,
Compliance ,
Disclosure Requirements ,
ETFs ,
Fees ,
Fiduciary Duty ,
Form ADV ,
Investment Adviser ,
Investment Management ,
Securities and Exchange Commission (SEC) ,
Transparency
Investment adviser representative continuing education requirements are critically important. Please read this alert carefully, as investment adviser representative registration may be at risk if you do not follow the...more
With recent developments in the regulatory, legal, and compliance landscape surrounding Bitcoin and a spot Bitcoin ETF (i.e., an ETF backed by physical Bitcoins. If the value of the digital coins backing the ETF rises, the...more