Crypto for Advisors


Finance

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.

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Policy

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.

A judge has warned lawyers for the Securities and Exchange Commission (SEC) that he may sanction them for allegedly misleading the court. (Chip Somodevilla/Getty Images)

Web3

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.

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Finance

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.

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Markets

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.

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Finance

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

Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.

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Finance

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

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.

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Finance

Ripple's Effect on Financial Advisors

Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how we define securities.

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Finance

How Advisors Can Prepare for Ethereum’s Unlock

Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take advantage of.

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Finance

Crypto Is the Solution to Bank Runs, Not the Cause

Self-custody, transparency and immediate settlement are just a few ways that crypto could prevent loss of funds.

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