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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 278
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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 147
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The Data on Active Large Cap Underperformance

The Big Picture

The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets?

Portfolio 302
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11 Investment Must Reads for This Week (June 17, 2025)

Wealth Management

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

Investing 253
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$6.5B RFG Advisory Launches Suite of Active ETFs

Wealth Management

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Wall Street's Love for Alternative Assets Isn't a Good Deal for Clients, Expert Warns

Wealth Management

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets 179