Cryptocurrency and Inflation News for Financial Advisers

A roundup of the latest news and reports of interest to financial advisers.

Fiduciary backers seek ‘highest legal standard’ in Form CRS disclosures: InvestmentNews reports that the Institute for the Fiduciary Standard recently proposed a redesigned customer relationship disclosure, known as Form CRS, that provides a side-by-side comparison of advisers and brokers.

Investors flock to municipal bonds for yield and shelter: The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year, according to InvestmentNews.

Bank of America debuts digital retirement program to help employees get on track: Employees will receive personalized insights, guidance and tools to build a financially secure retirement, according to FinancialPlanning.

Don’t Let Your Clients Buy Bitcoin (or any other cryptocurrency): Joe Sweeney advises against investing in bitcoin in your client’s portfolios.

Inflation Inflection: Tiffany Wilding and Andrew Balls of PIMCO forecast that inflation in developed markets will peak in the coming months. However, the exact timing and magnitude is uncertain, largely due to supply constraints.



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