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Articles tagged "cryptocurrency"


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Betterment CEO Sarah Levy is making another practical, if painful, decision.

Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute

The New York robo's 2022 move into crypto was ill-timed. First, the digital asset market crashed, then SEC approval of crypto ETFs pushed direct holdings toward obsolescence

October 18, 2024 at 3:48 AM

Mike Reust: It is the intent to sunset the brand in the future.

Betterment's new CEO spices up baked potato robo menu with self-directed crypto allocations; one guru calls it a 'square peg' in round hole, but Morningstar analyst sees 'leapfrog' potential

New York City robo-advisor CEO Sarah Levy bought 'Makara' after 90% demand it; they can choose crypto for 100% of portfolios but must pay a fee of 100 basis points.

February 15, 2022 at 2:39 AM

Fidelity Canada operates largely from this building in Toronto.

Fidelity gets its crypto ETF --albeit Made in Canada -- giving RIAs a way to buy 'physical' Bitcoin

After Fidelity was rebuffed by the U.S. Securities and Exchange Commission, Fidelity Canada had more luck by turning to its own securities cop with a more abiding outlook on crypto currency as an investible asset

December 4, 2021 at 4:12 AM

Andy Rachleff chooses a high-priced mutual fund under unusual circumstances to check the crypto box.

Wealthfront cedes to four years of investors clamoring for crypto by taking on expensive third-party vendor that Betterment rules out

The Redwood City, Calif., robo-advisor turned a hard 'no' into a soft 'yes' by dealing with Grayscale and its 200 basis-point-plus fees, which its robo rival in NYC -- also without a crypto path -- finds ludicrous.

August 14, 2021 at 2:20 AM

Roger Aliaga-Diaz: 'There is no enduring economic or investment rationale to expect cryptocurrencies to generate positive real returns.'

Charles Schwab & Co. dials in what it may consider SEC's all-clear signal on bitcoin, while Vanguard's take includes nothing to turn a red light green

The Westlake, Tex., brokerage is taking a hyper-pragmatic, outward-looking approach and the Malvern, Pa. giant is relying on its inner compass, vision of reality.

June 4, 2021 at 1:45 AM

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