Tag: advisors
SEC Probing Investment Advisors Over Crypto Custody: Report
The SEC has been warning public companies that if they have a stake in the industry's recent crypto contagion, they'd better tell investors, as Coinde [...]
Crypto Thaw May Be Premature but Advisors Should Prepare for Winter’s End
When crypto winter ends and investment activity blossoms once again in the digital assets space, financial advisors should be prepared to hear a new l [...]
SBF met with Biden’s senior advisors 2 months before FTX collapse: Report
Former FTX CEO Sam Bankman-Fried met with government officials at the White House on at least four separate occasions in 2022, and reportedly a meetin [...]
No, Advisors, Crypto Is Not a Ponzi Scheme
For one thing, tokens like bitcoin and ether do hold value, even in down markets, and are not dependent on inflows of new money to pay off investors. [...]
The CFP Board’s Latest Report on Crypto Sets High Standards for Advisors
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German panel of economic advisors sees economy contracting 0.2% in 2023
German inflation to hit 8.0% in 2022 and 7.4% in 2023Energy-relief measures are welcome but would have been better if they had been prepared earlierSe [...]
CNBC’s FA 100 recognizes advisors who help people make smart money moves
Marko Geber | DigitalVision | Getty ImagesIn times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about wha [...]
Cathie Wood’s ARK Invest to offer crypto strategies to investment advisors
Cathie Wood's investment firm, ARK Investment, is making its two actively managed crypto strategies available to registered investment advisors. The s [...]
Swan Bitcoin Moves Into TradFi With Platform for Financial Advisors
Swan has already onboarded five advisors to its product ahead of its release date. One of those advisors, Isaiah Douglass, partner at Vincere Wealth M [...]
Advisors Need to Refine Their Definition of Crypto
Crypto and digital assets are full of new technological terms and jargon that might be daunting or confusing to advisors and clients. For that reason, [...]
Advisors Should Look Before Clients Leap Into DeFi
“In DeFi, in some cases, it’s just unsustainable, it’s not going to work out,” Rosmer said. “What’s totally fair is that these yields are not going to [...]
Advisors turn to alternative investments to further diversify clients
Marko Geber | DigitalVision | Getty ImagesAfter battling downturns in the stock and bond markets, more financial advisors looking to further diversify [...]
6 Ways Advisors Can Help Crypto Investors Avoid Large Losses
For digital asset exchanges, adequate funding means that there’s enough in the pot to handle liquidations. In the world of decentralized finance, it i [...]
Crypto Winter Has Arrived. Here’s How Advisors Can Help
Singapore-based Three Arrows Capital, a crypto-focused hedge fund, was ordered to liquidate after several weeks of difficulties. Ahead of the liquidat [...]
Here’s how much cash you need for a recession, according to advisors
designer491 | iStock | Getty ImagesWith the threat of a recession looming, more financial experts are sharing how to prepare — including how much cash [...]