Have You Considered Crypto for Client Portfolios, But Just Can’t Stomach the Ride?

Published on November 2, 2025

Over nearly every meaningful time frame, Bitcoin has dramatically outperformed traditional asset classes. In the last 3 years, it has returned an astonishing 79.2% annualized, compared to 18% for the S&P 500, 24.4% for gold, and just 2.6% for the Bloomberg U.S. Aggregate Bond Index.

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Vanguard Introduces 2 New Model Fixed Income Portfolios

November 2, 2025
Rather than toil over the construction of an ideal fixed income portfolio for a client, advisors can simply apply a template primed for success using Vanguard’s model portfolios. On that note, Vanguard just introduced two new dynamic asset allocation fixed income model portfolios that can suit various investor profiles.

$580B Wealthspire RIA Taking Shape After Madison Dearborn Acquisition

November 3, 2025
The combined RIA will operate under the Wealthspire brand, backed by a fresh $1 billion in debt financing and five firms with a history of collaboration, according to CEO Mike LaMena.