Newsletter
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.

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.

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.

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.

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.

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.

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.

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?

