financial advisors

A new commentary published by Project Syndicate argues that global finance is being reshaped by two sets of opposing forces, and examines how their interaction will determine the direction of markets, capital flows and financial regulation. The piece, also carried by Advisor Perspectives, frames today's financial landscape as a contest between competing pressures rather than a single trend.

Financial advisor Ric Edelman has repeated his prediction that Bitcoin will reach $500,000 by 2030, saying he does not base his outlook on the cryptocurrency's traditional four-year market cycle. The long-standing price forecast stands out as one of the bolder calls on Bitcoin from a mainstream financial planning figure, and it is drawing attention among crypto watchers and investors weighing his reasoning.

Wealth management firm Osaic has appointed Sayee Bellamkonda as its Chief AI and Technology Officer. The move signals the company's push to place artificial intelligence at the center of its technology strategy as financial services firms race to modernize their platforms. Bellamkonda is expected to lead Osaic's AI initiatives and broader technology agenda across its advisor network.

A family finance trend is gaining attention as households and advisors reframe money decisions around what a purchase or policy protects rather than what it costs. Outlets including ABC17News and News Channel 3-12 are covering the shift, which points to growing interest in insurance, estate planning and risk management as core parts of family budgeting conversations.

NerdWallet is advising consumers to vet their financial advisors by asking three key questions before trusting them with their money. The guidance comes as more people seek professional help managing savings and investments, and as fee structures and advisor credentials remain confusing for many households. The piece encourages readers to clarify how advisors are paid and what obligations they owe clients.

Financial firms are working to make private markets operate more like public ones, with better pricing, liquidity and reporting. Industry commentary argues the real obstacle to wealth management advisors moving retail clients into private assets is not regulation but the lack of integrated fintech infrastructure to support access at scale.

Robinhood is rolling out agentic AI trading accounts aimed at everyday investors, according to Yahoo Finance. The move would let the retail brokerage's customers delegate trading tasks to AI agents, marking a step beyond the chatbots and robo-advisors most financial firms currently offer. It signals how quickly AI autonomy is moving from research labs into consumer finance.

Hawk has appointed Marshall Billingslea, who served as U.S. Treasury Assistant Secretary for Terrorist Financing, as a strategic advisor. The move signals the company's push to strengthen its position on financial crime and sanctions compliance, drawing on Billingslea's background in counterterrorism finance and regulatory policy.

Financial advisors are flagging five investments commonly considered safe that they would not recommend to their own parents. The piece argues that products marketed as low-risk can carry hidden fees, inflation risk or poor returns that make them unsuitable for retirees. It reflects a broader debate over how older savers should protect their money.

Financial advisor Ric Edelman has reiterated his prediction that Bitcoin will reach $500,000 by 2030, dismissing short-term price fluctuations as unimportant. The comment, reported by Benzinga, restates a forecast he has made before, and suggests investors should focus on the long-term trajectory rather than day-to-day market swings. The bold target is drawing attention in crypto circles as Bitcoin remains a divisive asset among financial professionals.

RBC wealth advisors are using art and philanthropy to strengthen relationships with clients, according to a report by AdvisorHub. The approach pairs cultural engagement with charitable giving as a way to build loyalty beyond standard financial services. Details on specific programs, advisors involved, and measurable results were not provided in the report.