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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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Mercados
Opinion
Para los asesores financieros, los activos del mundo real podrían ser un camino más seguro hacia las criptomonedas
Los activos del mundo real (RWA, por sus siglas en inglés) tokenizados representan una potencial vía para que los asesores financieros se acerquen al sector de las criptomonedas al tiempo que minimizan los riesgos.
(Juan Gomez/Unsplash)
By Adam Blumberg
Jun 2, 2023 at 7:26 p.m. UTC
Jun 2, 2023
OpinionSpanishBitcoinEtherTendencias Inversiones
Statues
Markets
Opinion
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.
Statues
By Adam Blumberg
Jun 1, 2023 at 6:20 p.m. UTC
Jun 1, 2023
OpinionCrypto for AdvisorsNewsletterNewslettersTokenized AssetsBlockchain
Senior man using laptop computer and smartphone at home
Finance
Opinion
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 difficult for heirs to access them after the owner's death. Proper planning can ensure that digital assets are successfully transferred to loved ones and beneficiaries.
Senior man using laptop computer and smartphone at home
By Adam Blumberg
May 4, 2023 at 12:45 p.m. UTC
May 4, 2023
OpinionNewslettersCrypto for AdvisorsLegalcrypto investingCrypto InvestmentCustodyCustody ServicesWhales
Side view of female lawyer explaining mature client in meeting at office
Finance
Crypto for advisors
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.
Side view of female lawyer explaining mature client in meeting at office
By Adam Blumberg
Apr 13, 2023 at 3:00 p.m. UTC
Apr 13, 2023
Crypto for AdvisorsNewslettersOpinionGeopoliticsFinancial AdvisersFinancial Advisors
Rush Hour
Finance
Opinion
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.
Rush Hour
By Adam Blumberg
Mar 23, 2023 at 12:45 p.m. UTC
Mar 23, 2023
OpinionNewslettersCrypto for AdvisorsSilicon valley bankSignature BankSilvergate BankSelf custodyTransparencySettlement
Crisis Opportunity Choice
Markets
Crypto for advisors
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.
Crisis Opportunity Choice
By Adam Blumberg
Jun 23, 2022 at 12:50 p.m. UTC
Jun 23, 2022
Crypto for AdvisorsCryptoCrashFinancial Advisors
A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)
Consensus Magazine
Crypto
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)
By Adam Blumberg
Apr 28, 2022 at 12:50 p.m. UTC
Apr 28, 2022
CryptoFinancial AdvisersFunds
(Zdeněk Macháček/Unsplash)
Markets
Crypto for advisors
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.
(Zdeněk Macháček/Unsplash)
By Adam Blumberg
Mar 17, 2022 at 12:50 p.m. UTC
Mar 17, 2022
Crypto for AdvisorsFinancial AdvisorsCryptoInvestingMarketsNewslettersOpinion
(Towfiqu Barbhuiya/Unsplash)
Markets
Newsletters
Lessons I’ve Learned About Crypto as an Advisor
Lessons from my personal journey into crypto, and how you can apply them to your own practice.
(Towfiqu Barbhuiya/Unsplash)
By Adam Blumberg
Jan 6, 2022 at 1:50 p.m. UTC
Jan 6, 2022
NewslettersCrypto for AdvisorsCryptoFinancial AdvisorsInvestingBitcoin
(Jack Carter/Unsplash)
Finance
Newsletters
The Three Types of Crypto Investors
Advisors should know the different types of clients they’ll encounter who might want to invest in crypto and understand their particular goals and needs.
(Jack Carter/Unsplash)
By Adam Blumberg
Dec 9, 2021 at 1:50 p.m. UTC
Dec 9, 2021
NewslettersCrypto for AdvisorsFinancial AdvisorsInvestingCrypto