During a talk at WealthManagement EDGE, NYU Stern School of Business Professor of Economics Nouriel Roubini questioned whether cryptocurrencies should be considered currencies at all.
There has never been a time when both inflation rose higher than 5% while the unemployment rate was below 5% that the country didn’t experience a hard landing when the Fed raised interest rates to try to reduce inflation, NYU’s professor of economics said at WealthManagement EDGE.
With the potential for major changes to the tax code, investors need smart, flexible tax strategies that can help them maximize returns. Know the tax strategies that help advisors differentiate themselves.
A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out.
An estimated 45% of consumers with over $100,000 in assets changed their advisor in the two years prior to 2020 because they wanted a more digital experience. Learn more about the latest trends in behavioral finance.
At WealthManagement EDGE, several industry leaders spoke about how to guide investors through tumultuous markets and the value of reducing client anxiety.
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.
This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process.
Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.