Newsletter

(Alin Andersen /Unsplash)
What in the World Is Going on With Crypto Regulation?
In years past, regulatory clarity has fueled crypto bull markets. While global strides in clear crypto regulations are evident, particularly in Hong Kong, EU and UK, the US la...
(Alin Andersen /Unsplash)

(Rudy Sulgan/Getty Images)
America’s Credit Rating Helps Make Case for Bitcoin
Fitch’s downgrade of U.S. debt this week is a warning to American policymakers and underscores why Bitcoin and other open monetary systems matter, says Michael Casey.
(Rudy Sulgan/Getty Images)

Vault
Assessing Custody Solutions in Digital Assets
With the right diligence, digital asset custody can offer more safety, transparency and cost efficiency than traditional models.
Vault

(Susan Q Yin/Unsplash)
Unblocking Crypto: How to Access The Asset Class
Analytics can offer insight into how recent and past crypto and regulatory events have affected prices and movement.
(Susan Q Yin/Unsplash)

Aronvisuals/Unsplash
Macro State of Crypto – Where It Has Been and What's Next
Analytics can offer insight into how recent and past crypto and regulatory events have affected prices and movement. Plus: A quick Q&A on retirement funds.
Aronvisuals/Unsplash

laptops and financial documents
Setting Boundaries: Defining Active and Passive Management for Crypto
Breaking down one of the key dilemmas in crypto investing in 3 different ways. Plus: Questions spurred by the BlackRock ETF application.
laptops and financial documents

(Tobias Tullius/Unsplash)
Want a Spot Market Bitcoin ETF? Then Deal With the Consequences
Coinbase may have to feed sensitive financial information to regulators, if recent bitcoin exchange-trade fund applications are approved.
(Tobias Tullius/Unsplash)

man overlooking Grand Canyon
Welcome to the NEW Crypto for Advisors Newsletter
Digital assets and crypto are rapidly changing the investing landscape. We’re here to help financial advisors find their way.
man overlooking Grand Canyon

dollar bill reflected on kitchen counter
6 Factors Advisors Should Consider Before Using an SMA for Digital Assets
Separately Managed Accounts (SMAs) may be the way to go for digital assets, but advisors should fully understand the trade-offs.
dollar bill reflected on kitchen counter

man stacking coins
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.
man stacking coins