Marko Geber | DigitalVision | Getty Images In times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about what financial advisors are recommending to clients....
Tag: Advisors
Cathie Wood’s Ark Invest partners with Eaglebrook Advisors
Separately managed account provider Eaglebrook Advisors and disruptive innovation investment firm Ark Invest have partnered to make investing in crypto strategies more accessible, according to a relea...
ARK Invest To Offer Crypto Separately Managed Accounts (SMAs) to Financial Advisors
On October 03, Cathie Wood’s ARK Invest announced a collaboration with Eaglebrook Advisors to offer its first crypto separately managed accounts (SMAs) to financial advisors and wealth managers. Throu...
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 strategies will be available as separately ma...
Here’s how advisors are helping clients reduce their 2022 tax bill
Hero Images | Hero Images | Getty Images Weigh Roth IRA conversions With the S&P 500 Index down more than 20% in 2022, many investors are eyeing Roth individual retirement account conversions, whi...
Binance Gets Key Advisors for New Global Advisory Board
Former Obama campaign manager and senior advisor David Plouffe is now onboard. The board is chaired by the former senator and ambassador to China, Max Baucus. Binance, the largest cryptocurrency excha...
Dreaming of a Big Inheritance? Don’t Count On It, Financial Advisors Say
Separating fact from fantasy is one of the most valuable services that financial planners can provide to their clients. And a common financial fantasy is that our parents will leave us a sizable inher...
Putting The Focus Back On Client Goals
“Blueprints, ruler set and divider. Mechanical engineering concept.Similar images:” getty Key Takeaways · Investors’ goals are unique and should always come first · Market regime changes h...
As Airlines, Airports And Luxury Hotels Stumble, Travel Advisors Are Shining Brightly
As the travel industry stumbles forward with mass flight cancellations, chaos at airports and five-star hotels offering three-star services at seven-star prices, travel agents, or travel advisors as t...
SEC Approves New Investment Product, But Advisors Say Proceed With Caution
Here Come Single-Stock ETFs. Proceed With Caution A brand new product has hit the market: the SEC has approved the use of single-stock ETFs, the first eight of which have been introduced by AXS Invest...
Advisors turn to alternative investments to further diversify clients
Marko Geber | DigitalVision | Getty Images After battling downturns in the stock and bond markets, more financial advisors looking to further diversify their clients are turning to alternative investm...
Could Robo Advisors Really Make You More Money Than Index Funds?
robo advisor vs index fund While most people understand that investing for retirement is a good idea, the way to get started can be unclear. Two investment tools investors may start out with include r...
CDC Advisors Recommend Novavax Covid Vaccine For Adults
Topline A Centers for Disease Control and Prevention advisory committee recommended approving Novavax’s Covid-19 vaccine for adults on Tuesday, one week after the protein-based vaccine received emerge...
Take The Plunge, Ric Edelman Advises Crypto-Wary Advisors
Ric Edelman speaks at an event for the Digital Assets Council of Financial Professionals, an … [+] organization he started to help bridge the gap between the advisory industry and cryptocurrency...
Celsius (CEL) Dumps Legal Advisors, Hires Kirkland & Ellis LLP for Its Restructuring – crypto.news
Celsius (CEL) has dumped its legal advisors and has engaged the services of Kirkland & Ellis LLP for its restructuring process, according to reports on July 10, 2022. The crypto lender has halted ...
Retirees Don’t Know Their No. 1 Retirement Risk: Advisors Can Help
Retirees Don’t Know Their No. 1 Retirement Risk: Advisors Can Help Retirees don’t accurately understand their risks in retirement, according to a recent analysis from the Center for Retire...
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 liquidation, crypto exchanges BlockFi and Voyager Digital ...
Here’s how much cash you need for a recession, according to advisors
designer491 | iStock | Getty Images With the threat of a recession looming, more financial experts are sharing how to prepare — including how much cash it may be smart to set aside. The end of June ...
Vauld hired advisors for potential restructuring and halted client withdrawals
Vauld halted withdrawal, trading, and deposit services. Vauld reported withdrawals amounting to $198 million in the 2nd week of June 2022. Vauld is a crypto trading platform that provides comprehen...
Vauld halts withdrawals and hires legal and financial advisors
Vauld, a Singapore-based crypto trading and lending platform with most of its team in India, has become the latest crypto firm to halt customer withdrawals amid the market tumult. CEO Darshan Bathija ...
Optimistic Financial Advisors Expect 4.4% Return In 2022 According To Survey
Financial advisors offered bullish sentiment despite recent market losses in a survey by $1.3 … [+] trillion asset management firm Natixis Investment Managers. getty Despite the brutal market dr...
Crypto lender Celsius hires more advisors ahead of possible bankruptcy: WSJ
Crypto lender Celsius continues to weigh a possible bankruptcy amid serious financial woes, according to the Wall Street Journal. The firm — which froze withdrawals, swaps and transfers earlier this m...
Celsius Enlists More Advisors to Help With Potential Bankruptcy: Report
Cryptocurrency lending company Celsius may be on the brink of bankruptcy, preparing for an upcoming filing by hiring more advisers, according to a report today from the Wall Street Journal, citing unn...
Celsius Has Hired Advisors in Case of Bankruptcy: WSJ
Key Takeaways Celsius has brought in advisors to help it prepare for potential bankruptcy, according to the Wall Street Journal. Insiders say that consultants from Alvarez & Marsal are helping the...
How to invest during a bear market, according to investment advisors
There’s a “hurricane” coming for the U.S. economy, and investors should brace themselves for more volatility. At least that’s what JPMorgan Chase CEO Jamie Dimon said earlier this month at an annual c...
CDC advisors recommend Covid vaccines for children as young as 6 months
A child is administered a dose of the Pfizer-BioNTech coronavirus disease (COVID-19) pediatric vaccine. Mayela Lopez | Reuters The Centers for Disease Control and Prevention’s independent vaccin...
Celsius Hires Citigroup Bank as Advisors to Find Solutions
Celsius has hired Citigroup in an “advisory capacity.” Celsius (CEL) was one of the most affected cryptocurrencies in the May market crash. It continues to plummet in June following a large sell-off b...