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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 274
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Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

billion in client assets to its independent advisor channel. trillion in client assets across its subsidiaries. EP Wealth Hires Integrations Head From Captrust $32.6B New York Team From Ameriprise Raymond James Adds $1.1B New York Team From Ameriprise The Valhalla, N.Y. The Valhalla, N.Y. Raymond James has about $1.58

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

But it faces stiff competition: just last week, JPMorgan Asset Management — which ranks as the fastest-growing asset manager — launched its first active high-yield ETF with a $2 billion investment from a mystery anchor. The Vanguard Effect has actually spread faster than Vanguard itself in many cases now.

Planning 235
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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Clients 271
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What Are the Best Asset Classes for Active Management?

Wealth Management

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 152