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Former SEC Official Urges 15,000 Morgan Stanley Advisors to ‘Say No’ to Bitcoin ETFs, Citing ‘Mammoth Risk’
9.8.2024
The U.S. Securities and Exchange Commission’s former head of internet enforcement, John Reed Stark, has raised concerns about Morgan Stanley’s 15,000 financial advisors promoting cryptocurrency investments, citing risks to retail investors and potential career consequences for advisors....
Crypto for Advisors: Bitcoin and Lending
8.8.2024
Bitcoin’s emergence in collateral structures has the potential to revolutionize the lending landscape. Its ability to mitigate credit risk amid escalating uncertainties highlights its transformative power
Morgan Stanley’s 15,000 Financial Advisors Can Start Pitching Bitcoin ETFs to Clients Next Week: Report
3.8.2024
Morgan Stanley is set to offer spot bitcoin exchange-traded funds (ETFs) to select clients through its 15,000 financial advisors starting next week. This marks a significant first for a major Wall Street bank. Advisors can pitch Blackrock’s Ishares Bitcoin Trust and Fidelity’s Wise...
Crypto for Advisors: Crypto and Politics in the U.S.
1.8.2024
The combination of political support, institutional adoption and favorable economic policies sets the stage for a potentially significant upward trajectory
Crypto for Advisors: Making Sense of Crypto
25.7.2024
As the momentum of the crypto and blockchain industry continues to grow, securities advisors are undoubtedly facing a greater number of questions from clients about specific crypto assets and the projects which underlie them. Evaluating these projects requires a thorough understanding of several...
Crypto for Advisors: Web2 to Web3
18.7.2024
Kelly Ye looks at the three fast-growing blockchain ecosystems that are addressing the adoption challenges for Web3, gaining user adoption, and how they combine the strengths of Web2 and Web3 to create a seamless Web2-like onboarding experience while providing users with the benefits of sovereign...
Crypto for Advisors: Crypto and Compliance
11.7.2024
The coming years are crucial for compliance and risk in crypto. Beth Haddock discusses strategies advisors can take to protect their brand while serving clients as fiduciaries
Crypto for Advisors: Is Crypto Too Volatile?
4.7.2024
Bitcoin’s volatility is expected to continue declining with every halving. The next one, scheduled for 2028, will render bitcoin four times as scarce as gold. Increasing retail and institutional adoption of this technology is also bound to decrease volatility structurally over time
Tidal Investments Proposes Bitcoin and Gold ETF to Mitigate Market Volatility
1.7.2024
Tidal Investments has announced a proposal for an actively-managed exchange-traded fund (ETF) that combines investments in bitcoin and gold. This fund aims to provide long-term capital appreciation while mitigating short-term market volatility through dual exposure to these asset classes. Tidal...
SEC Revokes Lufkin Advisors’ Registration Amid Fraudulent Crypto Activities
28.6.2024
The U.S. Securities and Exchange Commission (SEC) instituted administrative proceedings against Lufkin Advisors LLC on Wednesday. This follows an offer of settlement from Lufkin Advisors, which the SEC has accepted. The SEC found that Lufkin Advisors engaged in fraudulent activities, including...
Crypto for Advisors: Decoding the Ether ETF Filings
27.6.2024
For fans of crypto, ETFs, or both, the potential spot ether ETF launch has carried on the excitement that began earlier this year with the spot bitcoin ETF launch
State Street Global Advisors link up with Galaxy Asset Management
27.6.2024
State Street Global Advisors forms an association with Galaxy Asset Management for providing investors new age online asset oriented exposure, other than just crypto and bitcoin. They will be introduced to fresh ways of making investments in online assets. They will have at their disposal...
State Street teams up with Galaxy, eyeing new ETFs beyond Bitcoin
27.6.2024
State Street believes the “next level of growth” will come from investment options offering more than “pure spot” Bitcoin
Crypto for Advisors: Crypto Trends
20.6.2024
The digital asset market has begun transitioning from early adoption to mass adoption. A sea change in industry leadership, product development and fiduciary commitment swept crypto in 2023 and early into 2024
Blackrock’s Cohen Discusses Financial Advisors’ Cautious Approach to Spot Bitcoin ETFs
18.6.2024
Blackrock’s chief investment officer of ETF and Index Investments discussed the cautious approach financial advisors take toward spot bitcoin exchange-traded funds (ETFs) due to price volatility and regulatory concerns. “Their job is really to construct portfolios and do the risk...
Crypto for Advisors: Advisors and Crypto
13.6.2024
In today's Crypto for Advisors newsletter, Adam Blumberg shares the key highlights and trends from the recent FA/RIA at the Consensus 2024 conference
Crypto for Advisors: Layer 2s and the Evolution of Bitcoin
6.6.2024
The Bitcoin community has developed various layer-2 blockchains that enhance the network's efficiency and functionality without altering its core software
Crypto for Advisors: The Evolution of Crypto and TradFi
30.5.2024
A lot has changed since Bitcoin's release 15 years ago. Many other distributed database networks have been created, each with its own functionality and potential use cases
Crypto for Advisors: Bitcoin ETF vs Direct Ownership
23.5.2024
This article aims to provide financial advisors with a detailed comparison of these investment vehicles, addressing key aspects such as management, custody, trading, and tax implications to inform both advisors and their clients better
Crypto Custody for Advisors
16.5.2024
Financial advisors seeking to navigate the crypto custody landscape must understand the full spectrum of crypto custody options, balancing innovation with risk management to optimize client portfolios