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Bitcoin Rebound Fuels Renewed Interest in Crypto Investing

Some financial planners are recommending clients buy the largest cryptocurrency in moderation.

United statesVero beachNew yorkClaire ballentineDaniel yergerSam bankmanEric robergeVaughn kellermanBryan firthMike kellyBloomberg bitcoinBrian duncansonGrayscale investmentsBlackrock incFederal reserveSam bankman fried

Spot bitcoin ETF inches ahead with SEC s court loss

The SEC’s loss in court means that it must go back and review Grayscale’s spot bitcoin ETF application – but don’t expect products soon.

United statesRoxanna islamJi kimVaughn kellermanMichael hansenMichael sonnensheinBitcoin etfsCrypto council for innovationExchange commissionUs courtColumbia circuitBitcoin trustCrypto councilFrontier wealth strategies

Millennials are worried about their parents retirement, too

Nearly 70% of millennials worry that their parents may not have enough money to live comfortably in retirement.

United statesEdward jonesVaughn kellermanLandon tanQuery capitalSocial security

Mastering Effective Listening

Clients who think their advisor really hears what they’re saying tend to stick around for longer.

United statesMichelle barryJoanne burkeCallie kingBrenna baucumVaughn kellermanRetirement servicesTh groupBefore allie kingMountain sky wealth managementCorebridge financialGrove pointBirch street financial advisorsMoney quotientCollective wealth planning

CFP Board names 15 to Competency Standards Commission

The panel plans to take through 2024 to complete its 'everything's-on-the-table' review of experience, education and exam standards.

United statesUniversity of cincinnatiJoyce schnurJack brodDan moisandNandita dasVaughn kellermanSusan johnArchie hoxtonPeter richardsonKevin kellerGoodall yurchakJake greenbergSonya lutterKhiara curetonH amos goodall

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