How Financial Advisors Can Navigate Crypto’s Turbulent Waters
The past year has been a rollercoaster for crypto, but FAs and RIAs shouldn’t run from the category.
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Jun 22, 2023 at 4:55 p.m. UTC
Jun 22, 2023
crypto investing
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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.
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May 4, 2023 at 12:45 p.m. UTC
May 4, 2023
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Valuations and M&A Show Things Aren’t So Bad for Crypto
Two aspects of the crypto world, blockchain tech companies and exchanges and crypto miners, reveal that M&A activity is strong and that crypto-related companies have converged with the rest of tech, a sign that the digital-asset industry is maturing.
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Apr 19, 2023 at 5:21 p.m. UTC
Apr 19, 2023
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Advisors: Learn Crypto, or Your Clients Will
The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared to up to 83% of their clients that may have, according to one 2023 survey.
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Mar 2, 2023 at 5:00 p.m. UTC
Mar 2, 2023
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What Fat Tails and Revolutionary Ages Mean for Digital Assets
There are over 20,000 cryptocurrencies in existence. But if history is our guide, only a handful of them will drive the majority of wealth creation.
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Feb 16, 2023 at 5:03 p.m. UTC
Feb 16, 2023
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The Future of Financial Planning Lies in AI and Blockchain
AI and blockchain could assist in decisions involving investments, taxes and insurance, and open new avenues for income. But financial advisors will still play a key role.
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Feb 9, 2023 at 4:52 p.m. UTC
Feb 9, 2023
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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.
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Jan 12, 2023 at 1:45 p.m. UTC
Jan 12, 2023
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Robo-Adviser Betterment Launches Cryptocurrency Offering
The company recommends its customers limit their crypto exposure to no more than 5% of their investable assets.
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Oct 12, 2022 at 12:37 p.m. UTC
Oct 12, 2022
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Crypto Investment Firm CoinFund Launches $300M Venture Fund For Web3 Development
CoinFund, a crypto-specific investment firm, inaugurated a $300 million venture capital fund to back early-stage blockchain projects including layer 1 blockchains, Web3 infrastructure, non-fungible tokens (NFTs), gaming, and asset management. “The Hash” panel discusses the latest sign of investor confidence amid a sour mood in the markets.
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Aug 17, 2022 at 6:37 p.m. UTC
Aug 17, 2022
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Top Bitcoin Investment Strategies
Hugo Lee and Sang Woon Oh, Haru Invest CEO and CMO, join Consensus 2022 to share the best and simplest investment strategies for maximizing cryptocurrency assets. Plus, their take on staking and increasing profitability in the most secure way.
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Aug 4, 2022 at 8:30 p.m. UTC
Aug 4, 2022