Financial Advisers
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.
Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success
Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they should be paying attention to.
Advisors: Learn Crypto, or Your Clients Will
The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared to up to 83% of their clients that may have, according to one 2023 survey.
Weekly Challenge: The Digital Asset Power Hour
Financial professionals stand to benefit greatly from blocking off just one hour per week to learn about a digital asset, such as one of 500 included in CoinDesk's Digital Asset Classification Standard.
The Future of Financial Planning Lies in AI and Blockchain
AI and blockchain could assist in decisions involving investments, taxes and insurance, and open new avenues for income. But financial advisors will still play a key role.
Better Exchange Due Diligence Could Help Define Crypto’s 2023
The CEO of Digital Asset Research, Doug Schwenk, thinks vetting crypto exchanges can open doors to more institutional investment.
The CFP Board’s Latest Report on Crypto Sets High Standards for Advisors
Decisions to recommend bitcoin should depend on an advisor's crypto competency and a client’s personal/financial circumstances, the CFP Board’s notice rightly says.
Bitcoin Is the Song That Does Not End
Bitcoin prices have fallen, but user interest and developer activity remain as strong as ever.
Rich Investors’ Pathway to Crypto Just Got a Bit Easier This Week
A major software platform used by registered investment advisors just added more crypto functionality.
Worried About a Financial Crisis? Enter – Self Custody.
Placing bitcoin in cold storage won't prevent losses, but it can eliminate counterparty risk.
