Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%.

Financial advisors say they can help combat the flow of misguided and misleading recommendations by posting more frequently and establishing more of a social media presence.

A year of cryptocurrency scandals has made advisors more skeptical about the volatile asset class, but the future of crypto is far from settled for investors and their financial advisors.

The case in unusual because of Coinbase's high profile in the U.S. and status as a publicly traded company.

Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

A survey from the FINRA Foundation and CFA Institute finds that cryptocurrency and individual stocks remain popular with the younger crowd.

Representatives of the industry argue the changes would fall particularly hard on planners who are authorized to make trades on behalf of clients.

As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

FINRA and NORC survey results suggest the flood of new investors hasn't slowed since the pandemic, and many of them are coming for digital assets.