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PENSCO plans to expand bitcoin investments in IRAs - MarketWatch
www.marketwatch.com
... ways in which PENSCO can help self-directed investors and advisors get exposure to bitcoin in tax-deferred accounts," said Kelly Rodriques, ...
Clients want alts in their IRAs — but advisers' hands are tied
www.investmentnews.com
... country have begun to scrutinize the assets clients are holding, such as nontraded assets,” said Kelly Rodriques, chief executive of Pensco.
Forge Global expands custody Asset Servicing Timeswww.assetservicingtimes.com › assetservicesnews › article
www.assetservicingtimes.com
Patrick Hughes, president of IRA Services, will report to Kelly Rodriques, CEO of Forge. IRA Services employees will continue to operate from ...
Pensco pulls off 'game changer' of an acquisition
www.investmentnews.com
Purchasing IRA business of Lincoln Trust; larger custodians dumping nontraditional investments
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