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Crypto for Advisors: AI - Friend or Foe to the Advisor?
28.9.2023
Jordi Visser from Weiss Multi-Strategy Advisers discusses the impact AI could have on investing and what to watch out for
Top 3 Crypto Myths Tackled for Advisors
21.9.2023
Christopher Jensen from Franklin Templeton tackles myths about crypto in the Crypto for Advisors newsletter
The Tokenization of Assets is Underway
14.9.2023
Today in Crypto for Advisors, Peter Gaffney from Security Token Advisors provides an overview of the current tokenization landscape, one that’s forecasted to reach $16 Trillion by just 2030
Back to School: Supporting the Next Generation of Investors
7.9.2023
How will advisors adapt to support the next gen investor? Erik Anderson from Global X takes us through the changing landscape in today’s Crypto for Advisor newsletter
Crypto for Advisors: Bitcoin and the Bull
31.8.2023
What’s behind the bull case for bitcoin? Brian Rudick and Matt Kunke from GSR take us through the reasons in today’s Crypto for Advisors newsletter
Fiduciary Duty During Uncertain Times
24.8.2023
Advisors can navigate their fiduciary duty to support clients interested in cryptocurrency in the absence of clear frameworks
How Is Tokenization Impacting Investing?
17.8.2023
Decentral Park’s Kelly Ye provides an overview of what tokenization is and how will it affect the investment landscape
What in the World Is Going on With Crypto Regulation?
10.8.2023
Regulatory clarity has fueled crypto bull markets, demonstrated by Japan's 2016 adoption of crypto as payment and OCC's 2020 endorsement of crypto engagement. While global strides in clear crypto regulations are evident, particularly in Hong Kong, EU and UK, the US lags, emphasizing the need...
Assessing Custody Solutions in Digital Assets
3.8.2023
With the right diligence, digital asset custody can offer more safety, transparency, and cost efficiency than traditional models
Unblocking Crypto: How to Access The Asset Class
27.7.2023
Since many options are available for digital asset investment and we see more digital asset investment vehicles, now is a great time to start. Understanding the choices available for will help clients of advisors plan how to support them
Macro State of Crypto – Where It Has Been and What's Next
20.7.2023
Analytics can offer insight into how recent and past crypto and regulatory events have affected prices and movement. Plus: A quick Q&A on retirement funds
Setting Boundaries: Defining Active and Passive Management for Crypto
13.7.2023
From single-token buy-and-hold to quantitative management, we compare the pros and cons of 3 different approaches to crypto investing
Welcome to the NEW Crypto for Advisors Newsletter
6.7.2023
Digital assets and crypto are rapidly changing the investing landscape. We’re here to help financial advisors find their way
6 Factors Advisors Should Consider Before Using an SMA for Digital Assets
29.6.2023
Separately Managed Accounts (SMAs) are a good way for FAs to manage digital assets, but advisors should fully understand the trade-offs
How Financial Advisors Can Navigate Crypto’s Turbulent Waters
22.6.2023
FAs and RIAs shouldn’t run from crypto and digital assets, as long as they have the right playbook
Banks Have Come to the Metaverse
8.6.2023
JPMorgan, HSBC and others have created metaverse-native banking experiences, hoping to entice a new generation of clients
For Financial Advisors, Real World Assets Could Be a Safe(r) Path to Crypto
1.6.2023
Financial Advisors should consider Real World Assets (RWA) as a way to approach the digital asset sector, minus most of the volatility
If Crypto Is the Future, Advisors Need to Embrace It Now
25.5.2023
Skyrocketing debt, rising inflation and bank runs are contributing to an uncertain financial landscape. Crypto can help FAs navigate this future
Music Albums as an Asset Class
11.5.2023
The tokenization of music and the ability to create unique digital content means that music albums can now be viewed as an asset class, providing a new investment opportunity for clients of financial advisors
Estate and Legacy Planning for Crypto Assets
4.5.2023
Legacy and estate planning is crucial for cryptocurrency holders because, unlike traditional assets, cryptocurrencies are not regulated by centralized authorities, making it difficult for heirs to access them after the owner's death. Proper planning can ensure that digital assets are successfully...