Crypto for Advisors

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The Next Frontier: Digital Assets for Retirement
The conversation about crypto should move beyond its long-term legitimacy as an investable asset class to a new debate: Do cryptocurrencies belong in retirement accounts – and...
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What Advisors Need to Know About Crypto Taxation
A sizable proportion of “advisor alpha” can be generated from effective investment-related tax planning strategies alone.
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How Much Crypto Should Be in a Portfolio?
What’s the right amount of crypto to hold? Financial advisors, certified financial planners and other money experts are beginning to recommend specific allocations.
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Bitcoin’s Value Depends on Its Decentralization
Why the investment thesis for bitcoin is built on the network’s decentralization.
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To Understand Bitcoin, We Need to Understand What Money Is
How do financial experts reach vastly different conclusions about bitcoin and its role? The answer lies in a misunderstanding of what money is.
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Are Crypto Assets Securities?
The answer to this central question will have many consequences for the crypto industry, from regulation and compliance to insider-trading enforcement.
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An Incumbent Enters the Disruption Game
A new digital wallet, launched by well-known asset manager WisdomTree, will bring tokenized assets and funds to the advisory and institutional spaces. Is the blockchain disrup...
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What Advisors Should Know About NFT Investing
The potential of NFTs is undeniable, but the risks and rewards can be head-spinning. Here’s what to look out for when considering an investment in the world of NFTs.
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Where Should Advisors Go for Crypto Education?
A growing number of services and resources offer advisors education on crypto, taking different approaches. Existing certification organizations, like the CFP Board, might als...
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Understanding DeFi and Its Importance in the Crypto Economy
The aim of decentralized finance is to create an entirely new financial system. As DeFi continues to evolve and strengthen, it’s vitally important for advisors to understand t...
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