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Mar. 8, 2025

Smartleaf Teams With Choreo

The service will enable Choreo advisors to create a tax-optimized transition plan at the household level in a matter of seconds, a task that previously took hours per account. Implementation of the plan, including daily review, year-round tax loss harvesting and risk-optimized gains deferral, is taken care of by SAM.

Jan. 25, 2025

Global Digital Asset ETF/ETP Flows: The Month in Review

A monthly column on the crypto markets and ETF/ETP flows, brought to you by CoinDesk Indices, Trackinsight and ETF Express. In this article, Joshua de Vos, Research Lead, CoinDesk, breaks down the conclusion of an extraordinary year for the digital asset industry, characterised by record-breaking bitcoin ETF activity, exceptional market performance, and significant regulatory milestones.