Financial Advisors


Web3

Banks Have Come to the Metaverse

Several big-name financial institutions have set up shop in virtual worlds, making inroads to a whole new generation of clients.

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Finanzas

If Crypto Is the Future, Advisors Need to Embrace It Now

Amazon stock was a risky proposition in the 2000s. Crypto is arguably at a similar point.

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Web3

Music Albums as an Asset Class

NFTs enable 6 major shifts in the music industry, which could lead to new investment opportunities for clients of financial advisors.

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Mercados

Bye-Bye Bitcoin Bear

No investor or financial advisor has a crystal ball that can predict the movement of an asset, including bitcoin, with total certainty. But past bitcoin halvings can provide clues on what we could potentially expect.

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Finanzas

History Repeats: Applying What We Know About Tech Stocks to a New Market

Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.

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Finanzas

Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future

New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers and stock pickers, offering education on how to navigate the emerging financial landscape will be key.

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Finanzas

Ripple's Effect on Financial Advisors

Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how we define securities.

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Finanzas

How Advisors Can Prepare for Ethereum’s Unlock

Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take advantage of.

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Finanzas

Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success

Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they should be paying attention to.

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Finanzas

Advisors: Learn Crypto, or Your Clients Will

The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared to up to 83% of their clients that may have, according to one 2023 survey.

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