What One Advisor’s $12 Million Momentum ETF Reduction Could Signal for Growth Stocks
On May 8, 2026, NewSquare Capital filed with the SEC to report the sale of 97,285 shares of the Invesco…
Tag: Advisors
Crypto for Advisors: beneath the crypto surface
In today’s newsletter, Andy Baehr from GSR examines how, beneath the stalled market, advisors are quietly building durable crypto allocations,…
Spot Bitcoin ETFs solved access, but custody, advisors and plumbing still lag, panelists say
Spot bitcoin ETFs cleared crypto’s long-standing access hurdle by placing bitcoin inside brokerage and advisor accounts already used for stocks…
Conestoga Capital Advisors Sold Paylocity Holding Corp. (PCTY) in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter is available to…
what advisors need to know
In today’s newsletter, Vincent Chok from First Digital unpacks the rise of “agentic finance,” where AI agents are moving beyond…
Morgan Stanley Bitcoin ETF Drives 3-Fold Impact as 16,000 Advisors Open Path to Multi-Billion Demand – Featured Bitcoin News
Key Takeaways: Morgan Stanley’s 16,000 advisors unlock major bitcoin demand, driving powerful new inflows. Morgan Stanley launched a 14 basis…
Advisors Weigh Risk, Opportunity in the Life Settlement Market
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.…
401(k) balance growth comes with retirement planning pitfalls: advisors
M Swiet Productions | Getty Images Gregory Hutchison, 72, is living most people’s retirement dream. After a nearly 44-year career…
Advisors Muscle Up Client Portfolios as Dollar Weakens
It looks like the dollar has been skipping leg day at the gym. With a confluence of issues driving down…
Financial Advisors Stay Bullish on Crypto as the Market Loads for Next Run Higher
Crypto adviser sentiment remains broadly bullish despite recent volatility, with pullbacks viewed as buying opportunities by some and long-term crypto-native…