Crypto for Advisors

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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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financial advisor
If Crypto Is the Future, Advisors Need to Embrace It Now
Amazon stock was a risky proposition in the 2000s. Crypto is arguably at a similar point.
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Where the SEC’s Proposed Custody Rule Comes Up Short for Crypto
Financial advisors looking for clarity on crypto from the SEC’s new Custody Rule won’t get everything they want from the current version.
SEC building

Antique statue is bust of David and pixel mouse pointer and audio cassette.
Music Albums as an Asset Class
NFTs enable 6 major shifts in the music industry, which could lead to new investment opportunities for clients of financial advisors.
Antique statue is bust of David and pixel mouse pointer and audio cassette.

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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 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

Bear Waving goodbye
Bye-Bye Bitcoin Bear
No investor or financial advisor has a crystal ball that can predict the movement of an asset, including bitcoin, with total certainty. But past bitcoin halvings can provide clues on what we could potentially expect.
Bear Waving goodbye

USA, New York City, strets and businessmen.
History Repeats: Applying What We Know About Tech Stocks to a New Market
Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.
USA, New York City, strets and businessmen.

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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 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

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Ripple's Effect on Financial Advisors
Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how we define securities.
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Dam during the rhone flood
How Advisors Can Prepare for Ethereum’s Unlock
Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take advantage of.
Dam during the rhone flood