Roughly half of financial advisors hold personal investments in cryptocurrency, though in general they continue to…
Tag: FACO
Fed rate cuts set off portfolio allocation reviews
The expected Federal Reserve rate cut came to pass this week, and advisors, for the most…
Financial advisors cautiously optimistic about Fed rate cut
For the most part, financial advisors are maintaining a feeling of stagnant unease about the overall…
Most advisors don’t understand crypto — or actively manage it
Two-thirds of advisors say they don’t have a solid understanding of digital assets and cryptocurrency. Cryptocurrency…
Financial advisors nervous as stock market hits record
Last week, the Dow Jones Industrial Average briefly touched all-time highs. So, financial advisors should be…
4 in 10 advisors are concerned about AI replacing them
Around four in 10 advisors are at least moderately concerned about aspects of their role being…
Advisor confidence positive for the first time in six months
Financial advisors’ confidence levels have risen out of negative territory for the first time in half…
Financial advisors more comfortable using AI at home than work
Most financial advisors use generative artificial intelligence at least occasionally, but they generally feel more comfortable…
Advisor confidence rising, but still underwater overall
Financial advisors’ confidence levels have continued to rebound but remain in the red overall. That’s the…
Allocate or avoid? Advisors weigh in on the recent gold rush
Gold has staged an impressive rally this year, surging past Goldman Sachs’ 2025 forecast to briefly…
Advisor confidence rebounds slightly from all-time lows
After reaching new lows last month, financial advisors’ confidence levels have rebounded slightly but remain generally…