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Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.

HOSTED by: Discovering the Latest Innovation in Wealth...

As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,

This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.

Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.