Cases are up at OBSI, but client compensation is down
Both the number and average size of successful complaints about investment firms dropped in 2020
Investors bullish on Bitcoin, while advisors remain “overwhelmingly pessimistic”
A recent survey from Horizons ETFs found a striking gap in advisor and investor perceptions
FP Canada, IQPF update projection assumption guidelines amid pandemic
The guidelines didn’t include the 50-year historical average rate as a data source for fixed-income assumptions
“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
Bitcoin 
Ethereum 
Tether 
BNB 
XRP 
USDC 
Solana 
TRON 
Lido Staked Ether 
Figure Heloc 