Investment Advice/Research Services

Financial advisers aren't sold on crypto – MarketWatch

Investment advisers are still conflicted about putting clients into crypto.   A January survey from BitWise Asset Management of 600 financial advisers found 15% allocated a portion—usually 5% or less—of their clients’ portfolios in crypto in 2021. That is up from 9% a year ago and 6% two years ago. Still, 85% of advisers still aren’t investing …

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Financial Advisers Aren’t Sold on Crypto – The Wall Street Journal

A January survey from BitWise Asset Management of 600 financial advisers found 15% allocated a portion—usually 5% or less—of their clients’ portfolios in crypto in 2021. That is up from 9% a year ago and 6% two years ago. Still, 85% of advisers still aren’t investing in cryptocurrencies for clients.  Over the past two years, …

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Financial Advisers Aren’t Sold on Crypto – The Wall Street Journal

A January survey from BitWise Asset Management of 600 financial advisers found 15% allocated a portion—usually 5% or less—of their clients’ portfolios in crypto in 2021. That is up from 9% a year ago and 6% two years ago. Still, 85% of advisers still aren’t investing in cryptocurrencies for clients.  Over the past two years, …

Financial Advisers Aren’t Sold on Crypto – The Wall Street Journal Read More »

Retirement planning advice we’re not getting from financial advisers – MarketWatch

Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began unretirement (or semiretirement), I concur. But it seems to me — as well as retirement analysts, retirement coaches and financial advisers I interviewed for this column — financial advisers could …

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