The Outlook for Crypto in 2019 (And What Financial Advisors Are Doing About It)

In today’s stringent regulatory environment, successfully navigating the ever-changing landscape of compliance obligations is a daunting task imposed on previously monotonous corners of the market. Along with Dodd-Frank came increased requirements for investing in municipal securities as ratings alone are no longer sufficient for evaluating creditworthiness. Rather, banks and other fiduciaries must formulate their own risk assessment process for the securities they hold demonstrating that their due diligence is a function of the security’s credit quality, the complexity of the structure, and the size of the investment.

Where has the time gone? As the end of the year quickly approaches, investors should be taking a hard look at their investment portfolios and preparing for 2019. In this upcoming webcast, IndexIQ and ETF Trends will review 2018 and recent trends to better help advisors outline potential market risks and opportunities that investors should be looking out for the New Year.

Digital transformation does not mean that all investments and focus go to digital. Rather, it means that financial institutions build an engagement strategy to help orchestrate a customer’s experience across channels, products, services, and communication preferences. As banks and credit unions create their digital transformation strategies, they must identify the obstacles and risks to overcome to truly transform the customer experience. Join us for this complimentary BAI webinar to get a first look into Aite-Novarica’s recent research report, “Transforming the Banking Experience through Digital Growth.” You will gain insights from ServiceNow’s financial services experts on roadmaps for quick time to value through integrated risk management and proper AI frameworks.

The hype-fog surrounding the blockchain and its offspring cryptocurrencies is peaking, and this webinar slices through it. Is the blockchain revolutionary in scope? Absolutely will it all play out in line with the investment dollars? Not at all. Squaring the Blockchain Circle critiques the blockchain ecosystem. ICOs have resulted in some twenty billion dollars flowing into projects even as bubble indicators flash red. Bitcoin has the Midas touch. But there’s manifest blindness elsewhere, and Kunal decimates most half-baked, misconceived blockchain applications attracting funding.