Financial Advisors


Markets

If Crypto Belongs in Retirement Accounts, Where Are the Assets?

So far, there are only a handful of ways to invest in crypto via retirement accounts – most notably via a self-directed IRA. But fintech firms are making it drastically easier to open and fund a self-directed crypto IRA, and they’re turning their attention to financial advisors.

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Markets

Why NFT Profile Pics Matter to Investors – and Regulators

NFT profile pictures, or PFPs, on social media signal ownership, membership status and belonging – but when profit enters the equation, lawyers and regulators have questions.

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Markets

The Next Frontier: Digital Assets for Retirement

The conversation about crypto should move beyond its long-term legitimacy as an investable asset class to a new debate: Do cryptocurrencies belong in retirement accounts – and how?

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Tech

Bitcoin’s Value Depends on Its Decentralization

Why the investment thesis for bitcoin is built on the network’s decentralization.

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Learn

How Much Crypto Should Be in a Portfolio?

What’s the right amount of crypto to hold? Financial advisors, certified financial planners and other money experts are beginning to recommend specific allocations.

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Tech

To Understand Bitcoin, We Need to Understand What Money Is

How do financial experts reach vastly different conclusions about bitcoin and its role? The answer lies in a misunderstanding of what money is.

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Markets

Are Crypto Assets Securities?

The answer to this central question will have many consequences for the crypto industry, from regulation and compliance to insider-trading enforcement.

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Finance

An Incumbent Enters the Disruption Game

A new digital wallet, launched by well-known asset manager WisdomTree, will bring tokenized assets and funds to the advisory and institutional spaces. Is the blockchain disruption to finance not as far off as we think?

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Markets

Where Should Advisors Go for Crypto Education?

A growing number of services and resources offer advisors education on crypto, taking different approaches. Existing certification organizations, like the CFP Board, might also need to step in and provide clarity and education for their members.

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Tech

What Advisors Should Know About NFT Investing

The potential of NFTs is undeniable, but the risks and rewards can be head-spinning. Here’s what to look out for when considering an investment in the world of NFTs.

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