Crypto for Advisors

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CoinDesk Indices

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...

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By Sarah Morton David Lawant

Aug 10, 2023 at 3:45 p.m. UTC

Aug 10, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsInvestingcrypto regulationSFCJapanOCC

Vault

Finance

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

By Sarah Morton Jason Hall John McNiff

Aug 3, 2023 at 3:45 p.m. UTC

Aug 3, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsInvestingCrypto ExchangeCrypto Custody

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Finance

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.

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By Sarah Morton Alex Botte, CFA, CAIA Max Williams

Jul 27, 2023 at 3:45 p.m. UTC

Jul 27, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsInvestingCrypto ExchangesmaETF

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Finance

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.

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By Sarah Morton Greg Magadini

Jul 20, 2023 at 12:45 p.m. UTC

Jul 20, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsETFBlackRockInvestingSECBitcoin PriceEther Price

laptops and financial documents

Finance

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

By Sarah Morton Max Freccia Adam Blumberg

Jul 13, 2023 at 5:52 p.m. UTC

Jul 13, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsETFBlackRockInvesting

man overlooking Grand Canyon

Finance

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

By Sarah Morton

Jul 6, 2023 at 7:19 p.m. UTC

Jul 6, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsInvesting

dollar bill reflected on kitchen counter

Finance

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

Jun 29, 2023 at 6:01 p.m. UTC

Jun 29, 2023

OpinionCrypto for AdvisorsNewsletterFinancial AdvisorsInvestingsma

man stacking coins

Finance

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

Jun 22, 2023 at 4:55 p.m. UTC

Jun 22, 2023

OpinionCrypto for AdvisorsFinancial Advisorscrypto investingNewsletter

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Markets

It’s OK to Think of Crypto as a Macro Market

If you have a long view, crypto markets are more influenced by macro forces than things like regulatory moves or on-chain activity.

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By Todd Groth, CFA

Jun 15, 2023 at 1:46 p.m. UTC

Jun 15, 2023

AnalysisCrypto for AdvisorsNewsletterFinancial Advisors

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Web3

Banks Have Come to the Metaverse

Several big-name financial institutions have set up shop in virtual worlds, making inroads to a whole new generation of clients.

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By Reza Akhlaghi

Jun 8, 2023 at 1:09 p.m. UTC

Jun 8, 2023

OpinionCrypto for AdvisorsNewsletterMetaverseWeb3Financial Advisorsbanks