crypto for-advisors

First Crocus
Crypto Thaw May Be Premature but Advisors Should Prepare for Winter’s End
When crypto winter ends and investment activity blossoms once again in the digital assets space, financial advisors should be prepared to hear a new litany of questions from clients about the risks and opportunities in cryptocurrencies.
First Crocus

Capitol Building
2023: The Year Regulators Finally Grasp Crypto?
Amid a prolonged collapse in asset prices, the digital assets space had a wild 2022. The problems may force regulators’ hands on the crypto space.
Capitol Building

Smiling businessman in discussion with client in office
Two Advisor Credentialing Organizations Have Their Say on Crypto
Advisors are warned by the Certified Financial Planner Board of Standards (CFP Board) and the Chartered Financial Analyst Institute (CFA Institute) to look before they leap.
Smiling businessman in discussion with client in office

Paying in cyber space
No, Advisors, Crypto Is Not a Ponzi Scheme
While the FTX debacle has many Ponzi-like characteristics, most cryptocurrencies don't resemble the infamous schemes.
Paying in cyber space

Side view of People writing down finances on transparent board
The CFP Board’s Latest Report on Crypto Sets High Standards for Advisors
Decisions to recommend bitcoin should depend on an advisor's crypto competency and a client’s personal/financial circumstances, the CFP Board’s notice rightly says.
Side view of People writing down finances on transparent board

Close-up of man using typewriter with crumpled paper on desk
The FTX Meltdown Calls for Higher Standards in Crypto Journalism
Revelations that Bankman-Fried secretly funded crypto news publisher The Block deepened mistrust of the crypto industry.
Close-up of man using typewriter with crumpled paper on desk

CDCROP: Woman driving car reflected in rear view mirror, close-up (Justin Pumfrey/Getty Images)
2022 – Crypto Markets: A Year in Review
Coming off euphoric highs of the year before, the crypto market has endured an environment of tightening monetary policy, which led to sell-offs, implosions of projects like Terra, bankruptcy filings of CeFi companies including Celsius Network and Voyager Digital and the climactic downfall of the FTX exchange.
CDCROP: Woman driving car reflected in rear view mirror, close-up (Justin Pumfrey/Getty Images)

CDCROP: Zombie (CSA Images/Getty Images)
There’s Still Investment Opportunity After the Fall of FTX
Those undaunted by the contagion could potentially take advantage of steep discounts in funds, options/futures, crypto stocks - and yes, tokens.
CDCROP: Zombie (CSA Images/Getty Images)