Adam Blumberg

Adam Blumberg

Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron. He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 9,000 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice. In May 2021, they helped launch PlannerDAO, the first decentralized community for financial advisors. PlannerDAO has grown to almost 400 members. Adam is a contributing writer for CoinDesk’s Crypto for Advisors newsletter.

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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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Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future
New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers and stock pickers, offering education on how to navigate the emerging financial landscape will be key.
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Rush Hour
Crypto Is the Solution to Bank Runs, Not the Cause
Self-custody, transparency and immediate settlement are just a few ways that crypto could prevent loss of funds.
Rush Hour
Crisis Opportunity Choice
How Financial Advisors Should Think About the Crypto Crash
Billions of dollars have just been erased from the crypto market, but that shouldn’t spook FAs.
Crisis Opportunity Choice
A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)
Crypto Funds’ Easy On-Ramp Can Be a Big Problem Without the Right Guidance
It’s important for financial advisors to do due diligence on investing in crypto funds, and on the funds themselves.
A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)
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What Advisors Can Do During a Bear Market
A drop in crypto prices doesn’t mean the new financial ecosystem they represent isn’t moving forward. Here’s what you can do with your practice in the meantime.
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Lessons I’ve Learned About Crypto as an Advisor
Lessons from my personal journey into crypto, and how you can apply them to your own practice.
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The Three Types of Crypto Investors
Advisors should know the different types of clients they’ll encounter who might want to invest in crypto and understand their particular goals and needs.
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Revolution, Macro and Micro: Three Ways to Look at a Bitcoin Investment
Understanding the three main investment theses of bitcoin will help you not only allocate to it for clients but also parse through cryptocurrency news, analysis and commentary.
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Advice You’ve Never Had to Consider Before
When it comes to crypto, you’ll need to be knowledgeable about new, complex topics to be a more useful and valuable advisor to clients.
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