Tagged with "blockchain"

Blockchain and Cryptocurrencies: A Primer for Financial Planners Part Three

Posted on February 19th, 2019 at 3:48 PM
Blockchain and Cryptocurrencies: A Primer for Financial Planners Part Three

This is the third article in our three-part series on blockchain and cryptocurrencies. Part three is a culmination of what impact blockchain and cryptocurrencies will have on a business.

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Blockchain and Cryptocurrencies: A Primer for Financial Planners

Posted on February 15th, 2019 at 2:47 PM
Blockchain and Cryptocurrencies: A Primer for Financial Planners

This is the first article in a three-part series to provide basic insight needed to understand the new world of blockchain. What is blockchain? How is it related to cryptocurrencies? What is “Bitcoin” all about?

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LATEST NEWS AND ARTICLES

February 23, 2024
Advisor Accepts Industry Bar Amid FINRA Probe into Outside Business Activities

John A. Dougherty, a veteran advisor with 23 years of experience, agreed to an AWC (Acceptance, Waiver, and Consent) after refusing to cooperate with a regulatory investigation into allegations of undisclosed outside business activities.

February 22, 2024
Key Considerations for Advisors When Assessing the Financial Soundness of Annuities

While rating agencies like Fitch and S&P Global Ratings generally highlight the strength of annuity issuers, advisors still should scrutinize certain factors in their assessment process.

February 21, 2024
SEC Alleges Fraud Against Morgan Stanley and Former Executive in Block Trading Business

As reported by the Wall Street Journal, the Securities and Exchange Commission (SEC) has charged Morgan Stanley & Co. LLC and its former head of equity syndicate desk, Pawan Passi, with a multi-year fraud involving the disclosure of confidential information related to block trades.