ppro - search results

Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.

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.

This year's Super Bowl is being referred to as the ‘Crypto Bowl’ since several crypto-centric firms are spending huge bucks to "introduce" themselves to a vast audience.

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

Greetings Fintech Friends! Today we're announcing the achievement of a major milestone at Digital Wealth News along with our new "Marketing Advice" column! We also look at the NEW gambling high rollers and learn about banking in the metaverse. Read up!

Fidelity Investments has opined that governments, and even a central bank, could buy bitcoin in 2022.

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. 

Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.