3 / 4 Relevant items tagged with #FinancialAdvisors

Posts

Crypto for Advisors: Innovating Legacy Programs with Blockchain

[Nov 9, 2023 10:45 AM] In this week's issue of Crypto for Advisors, learn how brands are leveraging blockchain to innovate loyalty programs.

Crypto for Advisors: Opinion: Direct Crypto Ownership Is Best

[Nov 2, 2023 9:45 AM] In this week's issue of Crypto for Advisors, learn why direct ownership of crypto may be in the best interest of the client.

Crypto for Advisors: ETH Futures ETFs and What’s Next

[Oct 26, 2023 9:45 AM] Today in Crypto for Advisors Roxanna Islam from VettaFi discusses the current crypto ETF market with a focus on Eth futures performance.

Crypto for Advisors: What Will Trigger Crypto Mass Adoption?

[Oct 19, 2023 9:45 AM] Andy Baehr, head of CoinDesk Indices discusses scenarios that could be the drivers of mass adoption in crypto.

After An ETF, You Just Need To Orange Pill Financial Advisors

[Oct 19, 2023 9:45 AM] I wanted to write some thoughts about Bitcoin as it relates to the financial advisor industry because I think it’s a highly overlooked relationship that not many have touched on. Between the wealth management industry, financial advisors and family…

Crypto for Advisors: Advisors Pivot to On-Chain Support

[Oct 12, 2023 9:45 AM] How can advisors support client interest in digital assets? Thanks to Miguel Kudry from L1 Advisors for taking us through examples in today’s Crypto for Advisors newsletter.

Crypto for Advisors: Waiting for the Next Crypto Bull Market? It’s Already Here.

[Oct 5, 2023 9:45 AM] Is crypto winter slowly thawing and spring upon us? Thanks to Jennnifer Murphy from Runa Digital Assets sharing their perspective on the crypto market and indicators that the bull may be upon us.

Crypto for Advisors: AI - Friend or Foe to the Advisor?

[Sep 28, 2023 9:45 AM] 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

[Sep 21, 2023 9:45 AM] Christopher Jensen from Franklin Templeton tackles myths about crypto in the Crypto for Advisors newsletter.

The Tokenization of Assets Is Underway

[Sep 14, 2023 9:45 AM] 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

[Sep 7, 2023 9:45 AM] 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.

Why Wealth Managers Are Choosing These Crypto Accounts

[Sep 6, 2023 9:45 AM] Separately managed accounts have seen explosive growth in TradFi, and there are benefits in crypto, too.

Crypto for Advisors: Bitcoin and the Bull

[Aug 31, 2023 9:45 AM] 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

[Aug 24, 2023 9:45 AM] Advisors can navigate their fiduciary duty to support clients interested in cryptocurrency in the absence of clear frameworks.

How Is Tokenization Impacting Investing?

[Aug 17, 2023 9:45 AM] 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?

[Aug 10, 2023 9:45 AM] 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…

Assessing Custody Solutions in Digital Assets

[Aug 3, 2023 9:45 AM] 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

[Jul 27, 2023 9:45 AM] 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

[Jul 20, 2023 6:45 AM] 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

[Jul 13, 2023 11:52 AM] 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

[Jul 6, 2023 1:19 PM] 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

[Jun 29, 2023 12:01 PM] Separately Managed Accounts (SMAs) are a good way for FAs to manage digital assets, but advisors should fully understand the trade-offs.

Will BlackRock's Bitcoin ETF Take the Spirit Out of the Honey Badger?

[Jun 23, 2023 8:53 AM] Financial advisors will want a simple story to tell.

How Financial Advisors Can Navigate Crypto’s Turbulent Waters

[Jun 22, 2023 10:55 AM] 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

[Jun 8, 2023 7:09 AM] JPMorgan, HSBC and others have created metaverse-native banking experiences, hoping to entice a new generation of clients.

If Crypto Is the Future, Advisors Need to Embrace It Now

[May 25, 2023 11:26 AM] 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

[May 11, 2023 8:15 AM] 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.

Bye-Bye Bitcoin Bear

[Apr 27, 2023 6:45 AM] 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.

History Repeats: Applying What We Know About Tech Stocks to a New Market

[Apr 20, 2023 6:45 AM] Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.

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

[Apr 13, 2023 9:00 AM] 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…