Category: Asset Valuation
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Bank of America Approves Limited Digital Asset Allocations for Client Portfolios
Yesterday, Investment News, reported that Bank of America approved an advisor-endorsed allocation of from 1% to 4% of digital assets in portfolios owned by clients of Merrill, Bank of America Private Bank, and Merrill Edge platforms. Two years I attended a speech given by Ric Edleman, a major investment advisor, where he stated he had…
