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Nalezeno "financial advisors": 77

Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future

13.4.2023
New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers and stock pickers, offering education on how to navigate the emerging financial landscape will be key

Ripple's Effect on Financial Advisors

6.4.2023
Ripple has spent over $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how we define securities

How Advisors Can Prepare for Ethereum’s Unlock

30.3.2023
Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take advantage of

Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success

9.3.2023
Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they should be paying attention to

Advisors: Learn Crypto, or Your Clients Will

2.3.2023
The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared to 83% of their clients that have, according to one 2023 survey

Weekly Challenge: The Digital Asset Power Hour

1.3.2023
Financial professionals stand to benefit greatly from blocking off just one hour per week to learn about a digital asset, such as one of 500 included in CoinDesk's Digital Asset Classification Standard

82% of Millionaires Ask About Putting Crypto in Their Portfolios, Survey Shows

1.2.2023
Asset management firm Devere Group says that 82% of millionaires surveyed have asked their financial advisors about adding cryptocurrencies, such as bitcoin, to their portfolios despite the crypto winter. “Wealthy investors understand that digital currencies are the future of money, and they...

Financial Advisors See Strong Interest in Crypto — 90% Receive Inquiries About Crypto Investing, Survey Shows

27.1.2023
A new survey shows that interest in cryptocurrency remains strong among financial advisors’ clients. “Despite market performance, the most common question was: ‘Should I consider an investment in crypto?'” the survey results reveal. Financial Advisors Bullish About...

Crypto Lender Vauld Suspends Withdrawals, Company Is Discussing ‘Restructuring Options’ With Advisors

4.7.2022
On July 4, the crypto lending company Vauld announced it suspended withdrawals, trading, and deposits after disclosing the firm is “facing challenges.” While not naming any specific companies, the Singapore-based cryptocurrency lending platform and exchange mentioned “financial...

Study: US Financial Advisors Expect Proportion of Crypto Holding Clients to Increase by 60%

31.1.2022
According to the findings of a new survey, the number of financial advisors currently counseling crypto holding clients is expected to double from the current two out of ten or 20% to 44% by the end of 2022. Only Four Percent Expect the Number of Crypto Holding Clients to Decrease The number...

Financial Advisors Managing $110 Trillion Can Now Offer Crypto Trading to Clients via Interactive Brokers

19.10.2021
Registered investment advisors (RIAs) with about $110 trillion under management can now offer their clients cryptocurrency trading through Interactive Brokers. RIAs manage portfolios of almost 61 million clients. Registered Investment Advisors Can Now Offer Cryptocurrencies to Clients Global...

Grayscale and Icapital Partner to Provide 6,700 Advisors Access to Crypto Investments

13.9.2021
Grayscale Investments has partnered with Icapital Network to provide more than 6,700 advisors access to its cryptocurrency investment products. “Advisors and their clients have expressed increasing appetite for uncorrelated return potential in their portfolios, and digital currencies are...

Financial Advisor Survey: 26% Plan to Recommend Cryptocurrencies Over Next 12 Months

1.7.2021
A recent survey of financial advisors and their investing strategies shows “a significant shift to embracing cryptocurrencies.” More than 26% indicated that they plan to increase their recommendation of cryptocurrencies over the next 12 months. Furthermore, 49% of advisers said that...

Financial Advisor Ric Edelman Sees ‘Tremendous Investment Opportunities’ in Bitcoin

21.6.2021
Financial advisor Ric Edelman, founder of Edelman Financial Engines and RIA Digital Assets Council, has recommended having bitcoin in investment portfolios despite the cryptocurrency’s volatility. “This is totally new and different and it’s the first genuinely new asset class...