Journal of Financial Planning: June 2021
30…Percent of advisers say cryptocurrencies are an interesting concept to keep an eye on, but not an investment yet.
(2021 Trends in Investing Survey)
28…Percent of advisers say cryptocurrencies are a viable investment option that has a place in a portfolio.
(2021 Trends in Investing Survey)
28…Percent of advisers say cryptocurrencies are “a gamble” worth investing only money you can stand to lose. (2021 Trends in Investing Survey)
8…Percent of advisers can adequately explain digital assets. (RIA Digital Assets Council)
48…Percent of advisers say they read occasional news stories on cryptocurrencies and are “somewhat comfortable” conversing about the topic. (2021 Trends in Investing Survey)
33…Percent of advisers say they “actively educate” themselves on cryptocurrencies and are comfortable conversing about the topic. (2021 Trends in Investing Survey)
80…Percent of financial advisers receive questions from clients about bitcoin. (RIA Digital Assets Council)
11…Percent annual growth in digital revenue in emerging markets. (Morgan Stanley)
$140 trillion…Will be spent on decarbonizing the world over the next three decades. (Nasdaq)
180…Hours toward CFP Board’s experience requirement provided to the FPA Externship participants.
(FPA 2021 Q1 Snapshot)
7…Percent increase in pro bono engagements by FPA members and chapters.
(FPA 2021 Q1 Snapshot)
2.7...Percent the 30-year mortgage rate closed out at the end of 2020.
(Y Charts)
