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1. How Donald Trump Will Build Crypto-America
Donald Trump's administration is expected to turn the US into a crypto-friendly hub using a range of changes to tax policies. Here’s the best guess of what that means. For some time I’ve talked about Donald Trump’s ambition to be the crypto President and, as his inauguration on January 20th approaches, it makes you wonder what that means. Will he endorse bitcoin and DOGE? Will future legislature be issued as NFTs? Could America buy Greenland through an ICO? — Chris Skinner
2. Debunking the ‘Cash Is King’ Myth: Call to Action for Advisers
For decades, the adage “Cash is King” has reigned in the minds of many clients. It’s an expression that conjures images of security and power, a notion that having liquid assets on hand is the ultimate financial goal. But in today’s financial environment, clinging to this outdated belief could be one of the costliest mistakes your clients make—and as their adviser, it’s your job to set the record straight. — Nigel Green
3. Position Yourself as the Clear Choice for Financial Advice
In this article, I am going to explain how financial advisors can make themselves the obvious choices among their prospective clients... This is going to be deceptively simple, but don’t be fooled. It’s extraordinarily powerful. Here’s what you do … — James Pollard
4. 6 Ways to Make Prospects Pick You Every Time
When I ask advisors this simple question, they provide me with a wide variety of answers. Many people talk about their specialized investment knowledge. Quite a few mention their years of experience. Some focus on the strength of their team — others, their firm’s reputation. An honest few admit that it’s the confidence that they instill in a prospect’s mind, through continual marketing, that converts them into loyal clients. — Jeff Thorsteinson
5. Is the Market Overestimating Returns for 2025?
It isn’t just Wall Street analysts who are optimistic about 2025 returns. Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher. — Lance Roberts
6. 3 Funds for a Trump Presidency
A new year, a new president. The lead up to Trump’s presidency has been noisy and, at times, divisive. Markets hate uncertainty though, and the simple fact of having the new president settled in the White House may prove to be a good thing for markets. Over the next few weeks and months, we (and the rest of the world) will be watching closely, listening to the speeches and analysing the policies. No doubt some will have a more positive impact on markets than others – expect some fireworks and associated volatility as we navigate the next four years. — Victoria Hasler
7. Bitcoin Bonanza: Some Investors Ditch Stocks for BTC
To clarify, that headline doesn’t imply that investors are outright forsaking stocks in favor of bitcoin, but a new survey confirms many market participants have sold traditional assets such as equities and gold and used the proceeds to purchase the largest digital currency. — Todd Shriber
8. Why WisdomTree’s Portfolio Consultations Are a Game-Changer for Advisors
In today’s financial world, we believe that advisors need more than market knowledge to help clients thrive—they need insights tailored to their clients, reliable tools and solutions that save time, support growth and strengthen relationships. — Ryan Krystopowicz
9. How Trump’s Early Actions Shape the Market Outlook
In this episode, hosts Lindsey Bell and Chris Versace discuss financial and economic developments as President Trump begins his second term. They examine market reactions, executive orders, and investor strategies amid political tensions, touching on mergers, consumer spending, bank earnings, and work-from-home trends. — What Does It Mean?
10. 5 High-Potential ETFs to Add to Your Watchlist for 2025
With many central banks around the world having cut interest rates in 2024, alongside government bond yields remaining stubbornly high, bonds continue to look attractive going into 2025. At the same time, with changes in the White House and incoming US tariffs, more domestically-focused US companies have a potential tailwind compared to international peers looking to sell their products into the largest economy in the world. — Hal Cook
11. Stop Marketing Like It’s 1999
Over the past two decades, marketing and business development have undergone a significant transformation. When we started studying professional services, most firms were on an eternal quest for the holy grail of new business development: the word-of-mouth referral. Most of these referrals came from existing clients, and rest were generated by building awareness the old-fashioned way: in-person networking, traditional advertising and sponsorships. — Elizabeth Harr