Further examination of the inputs into the asset allocation process presented in "Investor's Alpha: Proper Asset Allocation". Asset Allocation is a continuous, dynamic process and not just a haphazard ...

FINRA recently announced targeted exams of its members focused on certain retail communications concerning “crypto asset” products and services between July 1, 2022 and September 30, 2022. For ...

The U.S. Securities and Exchange Commission (“SEC”) has announced its examination priorities for the fiscal year 2022. Among them is crypto-assets. Specifically, the SEC is targeting robo-advisers, ...

The regulatory landscape for digital assets shifted dramatically in July 2025. President Trump signed the GENIUS Act into law, creating the first federal stablecoin framework. The House passed two ...

TORONTO--(BUSINESS WIRE)--Balance, Canada’s largest digital asset custodian, successfully completed its Systems and Organizational Controls (SOC) 2 examination on its proprietary digital asset storage ...