Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)
In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a...
Kitces & Carl Ep 129: How Autonomy, Experience, And Team Drive Advisor Wellbeing
As the beginning of the new year invites a fresh start, it's a fitting time to reflect on our own wellbeing and the...
Spot Bitcoin ETFs Approved: What Financial Planners Need to Know 2024
Spot Bitcoin ETFs Approved: What Financial Planners Need to Know
For years, investors and traders have been waiting for regulators to approve Bitcoin exchange-traded funds...
Why Bitcoin Miners Are a Lucrative Investment Opportunity for Equity Investors: Unlocking the Potential: Analysts 2024
Why Bitcoin Miners Are a Lucrative Investment Opportunity for Equity Investors: Unlocking the Potential: Analysts 2024
Bitcoin has been one of the hottest topics in...
Grayscale’s GBTC Discount Closes to Zero for First Time Since February 2021
Grayscale received the regulatory green light to convert its flagship product into an ETF on Wednesday.
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Coinbase Will Benefit From Spot Bitcoin ETF Approval: Wedbush
The crypto exchange has a dominant role in all but one of the approved ETFs, acting as an issuer or custodian, the report...
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