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Nalezeno "Financial Advisors": 126

Crypto for Advisors: Making Sense of Crypto


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: Is Crypto Too Volatile?


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

Crypto for Advisors: Crypto Trends


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

Crypto for Advisors: Bitcoin ETF vs Direct Ownership


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


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

Crypto for Advisors: The Professionalization of Crypto


The professionalization of crypto is here, whether it’s tokenized securities, crypto-forward financial products from the world’s largest asset managers or platforms that help financial advisors access this new market directly

Crypto for Advisors: Are ETH ETFs Coming?


Market odds of approval in May are dwindling, but David Lawant and Purvi Maniar of FalconX say we’ll likely see an ETH ETF approval over the next 12-18 months

$200B Financial Group Cetera Approves 4 Spot Bitcoin ETFs on Its Platform


Cetera Financial Group, a platform with $475 billion in assets under administration and $190 billion in assets under management, has approved four U.S. spot bitcoin exchange-traded funds (ETFs) for use in brokerage accounts on its platform. “We are prudently embracing bitcoin ETFs and...

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