Newsletter


Finance

Setting Boundaries: Defining Active and Passive Management for Crypto

Breaking down one of the key dilemmas in crypto investing in 3 different ways. Plus: Questions spurred by the BlackRock ETF application.

laptops and financial documents

Opinion

Want a Spot Market Bitcoin ETF? Then Deal With the Consequences

Coinbase may have to feed sensitive financial information to regulators, if recent bitcoin exchange-trade fund applications are approved.

(Tobias Tullius/Unsplash)

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.

man overlooking Grand Canyon

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.

dollar bill reflected on kitchen counter

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.

man stacking coins

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.

(Shubham Dhage/Unsplash)

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.

(Erik Mclean/Unsplash)

Markets

For Financial Advisors, Real World Assets Could Be a Safe(r) Path to Crypto

Tokenized Real World Assets (RWA) are a potential avenue for financial advisors to approach the crypto sector while minimizing risk.

(Juan Gomez/Unsplash)

Opinion

From Pariah to Partner: Crypto's Climate Answers

There are signs that policymakers are beginning to recognize crypto's potential for balancing the grid and reducing greenhouse gas impacts.

(Rachel Sun/CoinDesk)

Policy

Why Nobody Wins in Coinbase vs. the SEC

The lawyers who say the company’s Lend product flouts securities laws may have a point. But who is serving the public interest these days?

(Rachel Sun/CoinDesk)