Financial 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.
Will BlackRock's Bitcoin ETF Take the Spirit Out of the Honey Badger?
Financial advisors will want a simple story to tell.
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.
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.
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.
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.
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.
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.
