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Nalezeno "Crypto for Advisors": 63

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...

Bye-Bye Bitcoin Bear

27.4.2023
No investor or financial advisor has a crystal ball that can predict the movement of an asset, including bitcoin, with total certainty. But past bitcoin halvings can provide clues on what we could potentially expect

Advisors: Here’s What the Dot Com Bubble Can Teach Us About Crypto Investing

20.4.2023
Investors in the crypto markets may be prone to irrational thinking when bullishness sets in, but advisors can offer a balanced and rational investment strategy that counters the hype

Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future

13.4.2023
New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers and stock pickers, offering education on how to navigate the emerging financial landscape will be key