Month: January 2024

[ad_1] In an industry as cautious and prudent as wealth management, one might expect people to be wary of a disruptive new technology like AI. But in fact, financial advisors overwhelmingly support it. New research from Arizent, Financial Planning’s parent company, shows that the vast majority of advisors are bullish about artificial intelligence. According to… Continue reading 9 in 10 financial advisors have positive view of AI, Arizent’s “2024 Predictions” study finds

[ad_1] gradyreese / Getty Images Saving for retirement is important, and the later you start, the more difficult it can be. If you’re in your 50s or 60s and are feeling behind, you’re not alone. But the good news is there’s still enough time left to catch up. Learn: 7 Bills You Never Have To… Continue reading 7 Ways To Get Rich in Your Later Years

[ad_1] A recent report revealed a significant gap between advisor expectations and market analysts’ predictions regarding the approval of a spot Bitcoin ETF (exchange-traded fund) in 2024. It offered a deep dive into the perspectives and predictions of financial advisors on cryptocurrency. Financial Advisors Doubt Spot Bitcoin ETF Approval A Bitwise Asset Management and VettaFi… Continue reading 61% of Financial Advisors Don’t Expect Bitcoin ETF Approval

[ad_1] According to a recent report by Bitwise, most financial advisors in the US are interested in purchasing Bitcoin (BTC) after the SEC’s (Securities and Exchange Commission) approval of a spot ETF. According to the report, 88% of respondents see a spot BTC ETF as a catalyst for more adoption. However, despite the positive outlook… Continue reading 88% US Financial Advisors Want BTC After ETF Approval

[ad_1] How would you handle forced early retirement? | Wayne, NJ News TAPinto  TAPinto.net [ad_2] Source link

[ad_1] Editor’s note: Empower acquired Personal Capital in 2020, and in Feb. 2023, Personal Capital finished its rebranding under the new name Empower. The service and its offerings remain largely the same. Where Empower shines Free tools: Empower offers free, comprehensive investment management tools — you don’t even have to be a member to use… Continue reading Empower Review 2024: Pros, Cons and How It Compares

[ad_1] When you took a job as a financial advisor, you probably didn’t think you’d need to bring a sense of humor to work every day. However, we’ve come to learn from various studies and anecdotal evidence that injecting lightheartedness into your job is not only helpful, but also a crucial tool to growing trust… Continue reading Using Humor With Clients – Without Falling Flat on Your Face.

[ad_1] What is a fiduciary? A fiduciary is an individual or organization who manages money and has a legal duty to act in the best financial interests of someone else[0]. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. Fiduciary relationships exist across many types of professions. For example, board… Continue reading Fiduciary Meaning: What Is a Fiduciary Duty?

[ad_1] A financial planner reviewing with a colleague the requirements for different licenses. Financial planners help clients manage money to reach goals. While certain professionals may need to have a financial planning license, others do not. Whether you’ll need a license to work as a financial planner depends largely on the types of services you… Continue reading What Licenses Do Financial Planners Need to Have in 2024?