#advisors

Are Betterment/robo advisors worth it?

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Are Betterment/robo advisors worth it? Hey, first time posting here so take it easy on me. I’m early 20s looking at saving for retirement. I don’t wanna do anything fancy and I don’t buy individual stocks. Should get a robo advisor like Betterment? I know the percentage is higher than investing myself, but it would save me time and anguish over what I’m doing. I’ve read “The Index C…

Reddit Personal Finance 860 2024-07-15

Crypto for Advisors: Crypto and Compliance

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Crypto for Advisors: Crypto and Compliance The coming years are crucial for compliance and risk in crypto. Beth Haddock discusses strategies advisors can take to protect their brand while serving clients as fiduciaries.

Coindesk 534 2024-07-12

Crypto for Advisors: Is Crypto Too Volatile?

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Crypto for Advisors: Is Crypto Too Volatile? Bitcoin’s volatility is expected to continue declining with every halving. The next one, scheduled for 2028, will render bitcoin four times as scarce as gold. Increasing retail and institutional adoption of this technology is also bound to decrease volatility structurally over time.

Coindesk 893 2024-07-05

Crypto for Advisors: Crypto Trends

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Crypto for Advisors: Crypto Trends The digital asset market has begun transitioning from early adoption to mass adoption. A sea change in industry leadership, product development and fiduciary commitment swept crypto in 2023 and early into 2024.

Coindesk 1.2k 2024-06-21

Crypto for Advisors: Advisors and Crypto

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Crypto for Advisors: Advisors and Crypto In today’s Crypto for Advisors newsletter, Adam Blumberg shares the key highlights and trends from the recent FA/RIA at the Consensus 2024 conference.

Coindesk 1.2k 2024-06-14

Changing financial advisors

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Changing financial advisors I didn’t grow up in a household where we discussed financial planning, investing, etc. When my husband and I married in 2020, we started working with a financial advisor that he was introduced to and I pretty much agreed to what she suggested rather blindly as I didn’t think I had the knowledge or ability to make responsible financial planning d…

Reddit Personal Finance 492 2024-05-26

Crypto for Advisors: Are ETH ETFs Coming?

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Crypto for Advisors: Are ETH ETFs Coming? Market odds of approval in May are dwindling, but David Lawant and Purvi Maniar of FalconX say we’ll likely see an ETH ETF approval over the next 12-18 months.

Coindesk 398 2024-04-25

Crypto for Advisors: Governance in a Blockchain World

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Crypto for Advisors: Governance in a Blockchain World Scott Sunshine discusses how advisors can leverage blockchain-based governance to enhance trust, improve accountability, streamline operations and unlock new investment opportunities for their clients.

Coindesk 963 2024-04-09

Is there a right / wrong time to fire my Advisors?

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Is there a right / wrong time to fire my Advisors? Long story short, I’ve been paying an Advisor 1.1% to manage my ~$1mm portfolio for the last 3 years. I’m 34. As I’ve gotten wiser on this stuff, I’m realizing how moronic this is and how much money this is going to add up to over the course of the next 30 years. I want to convert the entire portfolio, which is mostly named stocks, to a 2-3 fund…

Reddit Personal Finance 1.2k 2024-03-18