Adam Blumberg

Adam Blumberg

Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron. He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 9,000 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice. In May 2021, they helped launch PlannerDAO, the first decentralized community for financial advisors. PlannerDAO has grown to almost 400 members. Adam is a contributing writer for CoinDesk’s Crypto for Advisors newsletter.

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Crypto for Advisors: Digital Assets in 2024
With a spotlight on bitcoin and other digital assets, a looming U.S. spot bitcoin ETF approval and rising client interest, it may be time to start considering adoption for you...
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DeFi Definitely Isn't Dead
The commentariat said decentralized finance is in danger amid the crypto winter and recent spate of hacks. They're dead wrong.
An angel as a tombstone (Veit Hammer/Unsplash, modified by CoinDesk)
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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.
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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.
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Estate and Legacy Planning for Crypto Assets
Legacy and estate planning is crucial for cryptocurrency holders because, unlike traditional assets, cryptocurrencies are not regulated by centralized authorities, making it d...
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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...
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Crypto Is the Solution to Bank Runs, Not the Cause
Self-custody, transparency and immediate settlement are just a few ways that crypto could prevent loss of funds.
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The crypto crisis may also create investment opportunities. (Ognyan Chobanov)
How Financial Advisors Should Think About the Crypto Crash
Billions of dollars have just been erased from the crypto market, but that shouldn’t spook FAs.
The crypto crisis may also create investment opportunities. (Ognyan Chobanov)
A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)
Crypto Funds’ Easy On-Ramp Can Be a Big Problem Without the Right Guidance
It’s important for financial advisors to do due diligence on investing in crypto funds, and on the funds themselves.
A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)
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What Advisors Can Do During a Bear Market
A drop in crypto prices doesn’t mean the new financial ecosystem they represent isn’t moving forward. Here’s what you can do with your practice in the meantime.
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