Crypto for Advisors
6 Factors Advisors Should Consider Before Using an SMA for Digital Assets
Separately Managed Accounts (SMAs) may be the way to go for digital assets, but advisors should fully understand the trade-offs.
How Financial Advisors Can Navigate Crypto’s Turbulent Waters
The past year has been a rollercoaster for crypto, but FAs and RIAs shouldn’t run from the category.
It’s OK to Think of Crypto as a Macro Market
If you have a long view, crypto markets are more influenced by macro forces than things like regulatory moves or on-chain activity.
Banks Have Come to the Metaverse
Several big-name financial institutions have set up shop in virtual worlds, making inroads to a whole new generation of clients.
For Financial Advisors, Real World Assets Could Be a Safe(r) Path to Crypto
Tokenized Real World Assets (RWA) are a potential avenue for financial advisors to approach the crypto sector while minimizing risk.
If Crypto Is the Future, Advisors Need to Embrace It Now
Amazon stock was a risky proposition in the 2000s. Crypto is arguably at a similar point.
Where the SEC’s Proposed Custody Rule Comes Up Short for Crypto
Financial advisors looking for clarity on crypto from the SEC’s new Custody Rule won’t get everything they want from the current version.
Music Albums as an Asset Class
NFTs enable 6 major shifts in the music industry, which could lead to new investment opportunities for clients of financial advisors.
Estate and Legacy Planning for Crypto Assets
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 transferred to loved ones and beneficiaries.
Bye-Bye Bitcoin Bear
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.
