Financial Advisers


Finance

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.

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Finance

Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success

Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they should be paying attention to.

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Finance

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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Finance

Weekly Challenge: The Digital Asset Power Hour

Financial professionals stand to benefit greatly from blocking off just one hour per week to learn about a digital asset, such as one of 500 included in CoinDesk's Digital Asset Classification Standard.

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Markets

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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Finance

Better Exchange Due Diligence Could Help Define Crypto’s 2023

The CEO of Digital Asset Research, Doug Schwenk, thinks vetting crypto exchanges can open doors to more institutional investment.

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Markets

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.

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Opinion

Bitcoin Is the Song That Does Not End

Bitcoin prices have fallen, but user interest and developer activity remain as strong as ever.

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Finance

Rich Investors’ Pathway to Crypto Just Got a Bit Easier This Week

A major software platform used by registered investment advisors just added more crypto functionality.

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Markets

Worried About a Financial Crisis? Enter – Self Custody.

Placing bitcoin in cold storage won't prevent losses, but it can eliminate counterparty risk.

(Yana Iskayeva/Getty Images)

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