Savers Want Better Financial Management. How Can Advisers Reach Them?
A absence of fascination is no longer a excellent excuse. Despite the increase of robo-advisers, app-based mostly individual retirement accounts and very effective “set-it-and-forget about it” concentrate on-date fund approach…
Financial Advisers Aren’t Sold on Crypto
A January study from BitWise Asset Administration of 600 monetary advisers discovered 15{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} allocated a portion—usually 5{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} or less—of their clients’ portfolios in crypto in 2021. That is up from…
SEC Cybersecurity Rules Target Investment Advisers and Investment Companies | Goodwin
On February 9, 2022, the U.S. Securities and Trade Fee (“SEC”) proposed a bundle of new policies and amendments to improve cybersecurity preparedness and improve cyber resilience of financial commitment…
Private equity pursues investment advisers for returns and fresh capital
Private equity firms, among the world’s largest custodians of institutional money, have been buying up companies that advise individuals on their wealth, Art Of Landscaping. The number of private equity…