Crypto Investing and Financial Literacy Across Generations
While most people in each generation still expect to rely on traditional income sources such as 401(k)s and Social Security...
Tag: cryptocurrency
DOL Compliance Notice Warns Against Crypto Risks
The DOL’s Compliance Assistance Release No. 2022-01 urges plan fiduciaries to exercise ‘extreme care’ before they consider adding a cryptocurrency option to a 401(k) plan’s investment menu.
Publisher’s Note
What’s Good for Them
If clients ask to add digital investments to their plan, the adviser needs to stress prudence.
Nearly 60% of Investors Surveyed Want Digital Assets in Retirement Plans
However, the survey found almost two-thirds of advisers wouldn’t recommend retirement investors allocate funds to any digital asset.
Investment Product and Service Launches
Titan launches cryptocurrency portfolio; American Equity Investment Life Insurance introduces EstateShield index; Natixis Investment Managers combines businesses to single division;...
Natixis Studies Investment Outlooks for 2021
Investment experts said changes in supply and labor, rising wages and housing prices are key trends to keep watching, along with ESG investing and cryptocurrency.
ForUsAll Features Cryptocurrency in New Alt 401(k) Platform
Employees will be allowed to transfer up to 5% of their balances into a secure account that has exposure to certain cryptocurrencies.
Investment Product and Service Launches
Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...
Americans Would Like to Automate Day-to-Day Finances
When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.