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Bitcoin ETF just rushed over to door number two. Yells of "let me in" are getting very loud. So what's behind door number two? Bitcoin futures. Recently the SEC dropped hints they MAY be receptive to ETFs that will trade in bitcoin futures rather than the cryptocurrency itself. Thus the stampede and excitement got all the management firm's juices flowing.

In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.

Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.

John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.

The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.

STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.

Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.

Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.