Investment Advisor-February 2018

Issue Gallery ›

  • What You Need to Know About Millennial Wealth

    Fran O'Brien

    Millennials constitute a demographic segment many financial advisors ignore sometimes unwisely. To be sure, baby boomers and Gen Xers tend to have more wealth and typically are more receptive to advisors traditional investment-oriented appeals than millennials.

  • 1,500 and Counting

    Ginger Szala

    To date, there are more than 1,500 cryptocurrencies with a market value of more than $750 billion and counting, according to CoinMarketCap. Despite this, many wealth managers caution against investing in Bitcoin or any of its ilk.

  • Keep a Wary Eye on the Bitcoin Bubble

    Bob Clark

    What are financial advisors to make of Bitcoin? A quick Google search reveals descriptions of Bitcoin ranging from scam, speculative bubble, investment mania, and money laundering scheme, to the currency of the future.

  • Unchartered Investing Territory

    Janet Levaux

    Experts debate the ins and outs of Bitcoin, cryptocurrencies and blockchain in this month's issue of Investment Advisor.

  • What to Do About Form ADV Amendments

    Thomas D. Giachetti

    It is of extreme importance that investment advisors provide accurate and complete information when responding to these new questions on Part 1 of Form ADV.

  • Shining a Light on Bitcoin

    Ginger Szala

    Cryptocurrencies are now center stage, as advisors grapple with the associated opportunities and risk.

  • FINRA Issues Roadmap on New Year Priorities

    Melanie Waddell

    Broker-dealers started the new year with a roadmap from the Financial Industry Regulatory Authority on what to expect during exams, as well as new rules that theyll be expected to comply with this year.

  • Updates on Bitcoin, Texting, Growth Plans, Regulation & More

    Janet Levaux

    As investment gurus like Jeremy Grantham warn of a true, crazy mini-bubble in the Bitcoin market, the wirehouse firms are telling advisors and investors that products related to this cryptocurrency are not being sold on their platforms.

  • RIA Benchmarking Goes Mainstream

    Timothy Welsh

    Today's tools can help advisors determine how they rank against their peers, and what those doing better are doing right.

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