Wealth Think

There are steps you can take year-round, to help keep your clients’ personal data safe.

Tokenization can unlock new hedging and investment opportunities.

Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.

You don’t have to be a silver-tongued orator to create trust — you do have to listen.

Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.

“Improve or die” is probably a more useful mantra for independent financial advisors than “grow or die.”

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.

There are decisions to be made ahead of final guidance to be released by the commission later this year.