Financial Advisors


Finance

Welcome to the NEW Crypto for Advisors Newsletter

Digital assets and crypto are rapidly changing the investing landscape. We’re here to help financial advisors find their way.

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Finance

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.

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Opinion

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

Financial advisors will want a simple story to tell.

Honey Badger in Higashiyama Zoo

(Tomio344456/Wikimedia Commons, modified by CoinDesk)

Finance

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.

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Markets

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.

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Web3

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.

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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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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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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.

(Simon Carter Peter Crowther/GettyImages)