Finance

Compliance Issues When Clients Won’t Take Your Advice: Duty To Follow Instructions, When To Refuse, And When To Exit The Relationship

When a client asks their advisor to place an investment trade or execute another planning action, it typically comes as a result of a consultation with the advisor...

What Could Happen if the CLARITY Act Fails to Pass in 2026

With lawmakers in the US Senate set to consider legislation pushed by many in the cryptocurrency industry...

The Market’s Compass Emerging Markets Country ETF Study

Welcome to The Market’s Compass Emerging Market’s Country ETF Study, Week #612. As always, it highlights the...

Introducing kHYPE – Kraken Blog Kraken Blog

What is kHYPE? kHYPE is a fully backed,...

Bybit Adds 24/7 FX Majors to Its Crypto Derivatives Account

Australia Removes 45 Providers; Spotware Adds Liquidity Business ...
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Strategy Affirms Mission to Grow Net Bitcoin as CEO Shuts Down Rumors

Key TakeawaysStrategy reaffirmed its long-term goal of increasing net bitcoin and bitcoin per share.CEO Phong Le rejected speculation that a 32 BTC sale...

Bitcoin Reaches Deep Undervaluation Zone – Time To Get In?

Bitcoin’s recent correction continues to shake market confidence, with the premier cryptocurrency enduring an intense selling pressure over the past several weeks. Since...

Emergency Fund Calculator | WikiFinancePedia

Being financially solid requires planning for the unexpected. A rainy-day fund is a safety net, but how much money is enough to...

EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®

EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP® Posted by Patricia Stallworth on Jun 1, 2026 ...

The real Financial Planning heroes

I was heartened this week by the efforts of Welsh Financial Planning firm Celtic Financial Planning to both help improve children’s financial literacy...

Weekend Reading For Financial Planners (June 6–7)

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a survey of...
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