Sixty Percent Plan to Allocate, 67% Hold Zero: Reading the Advisor Crypto Surveys Honestly
By Jeff Barnes, MBA Sixty percent of wealth managers polled at a recent Bitwise presentation said they plan to allocate to crypto within the next year, while 67% currently hold zero in client
September 14, 2026
Morgan Stanley Files for MSBT, a Spot Bitcoin ETF for Its $8 Trillion Wealth Platform
Morgan Stanley filed Amendment No. 6 to its S-1 registration statement with the U.S. Securities and Exchange Commission on April 3, 2026, seeking approval for a spot Bitcoin ETF under the ticker
September 14, 2026
Access Via Your Adviser Is Not Access on Your Own Terms: The SEC Private Markets Proposal Explained
SEC Chairman Paul Atkins has put forward a proposed rulemaking that would let retail investors reach private securities markets through registered investment companies managed by registered
September 14, 2026
Hamilton Lane Closes $3.8B EO VI: What Direct Equity Co-Investment Access Actually Costs an LP
Hamilton Lane (Nasdaq: HLNE) closed Equity Opportunities Fund VI ("EO VI") on July 1, 2026, at $3.8 billion in total commitments, making it the largest direct-equity fund in the firm's history.
September 14, 2026
How to Read a BDC Tender Offer Letter Before You Get Prorated
The SEC's December 2024 Investor Bulletin on non-publicly traded BDCs is blunt: investors in retail-offered BDCs can generally only sell their shares when the BDC offers to repurchase them , and those
September 13, 2026
GP-Led Continuation Vehicles Explained: How Peterson Partners Kept Kelso Industries
On September 9, 2026, Peterson Partners closed a $510 million capital raise for Peterson Kelso Coinvest, LP, a single-asset continuation vehicle for Kelso Industries, a national mechanical, electrical
September 13, 2026
What Happened to OTIS: A Fractional Collectibles Cautionary Tale
In March 2022, Public.com acquired OTIS (Otis Wealth Inc.) , the self-described "stock market for culture" that let retail investors buy Regulation A+ fractional shares in individual sneakers, trading
September 13, 2026
Qualified Purchaser vs Accredited Investor: What a New SEC Rule Reveals
On August 18, 2026, the SEC published proposed Regulation Crypto Assets (File No. S7-2026-27), a capital-raising framework for crypto investment contracts. Inside the state preemption section, propose
September 13, 2026
A Fed Rate Hike Would Boost BDC Income Immediately. Here's the Catch.
Seven of the largest publicly traded business development companies (BDCs) disclose in their June-quarter SEC filings exactly what a 100 basis point base-rate rise is worth to them: across all seven,
September 13, 2026
Veep Capital Review: A New Reg A+ Platform With an Unusual Safeguard
Apex DeFi Labs Inc. announced on September 4, 2026, that it had opened Regulation A+ Tier 2 offering capability on Veep Capital, its private-markets issuance marketplace built on a platform the compan
September 13, 2026
SEC's New Crypto Offering Rule Lets Startups Skip Financial Statements Entirely
A crypto startup can raise $5 million from any member of the public, run general advertising, require no financial statements, and place no cap on what a single non-accredited investor puts in — while
September 13, 2026
BDC Redemption Requests Are Easing, Except at One Fund: A Q3 2026 Data Read
Three of the four largest non-traded business development companies (BDCs) reporting Q3 2026 repurchase data through September 11 show declining redemption-request percentages from the prior quarter.
September 13, 2026