Financial Advisors

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If Crypto Belongs in Retirement Accounts, Where Are the Assets?
So far, there are only a handful of ways to invest in crypto via retirement accounts – most notably via a self-directed IRA. But fintech firms are making it drastically easier...
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Why NFT Profile Pics Matter to Investors – and Regulators
NFT profile pictures, or PFPs, on social media signal ownership, membership status and belonging – but when profit enters the equation, lawyers and regulators have questions.
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The Next Frontier: Digital Assets for Retirement
The conversation about crypto should move beyond its long-term legitimacy as an investable asset class to a new debate: Do cryptocurrencies belong in retirement accounts – and...
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Bitcoin’s Value Depends on Its Decentralization
Why the investment thesis for bitcoin is built on the network’s decentralization.
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How Much Crypto Should Be in a Portfolio?
What’s the right amount of crypto to hold? Financial advisors, certified financial planners and other money experts are beginning to recommend specific allocations.
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To Understand Bitcoin, We Need to Understand What Money Is
How do financial experts reach vastly different conclusions about bitcoin and its role? The answer lies in a misunderstanding of what money is.
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Are Crypto Assets Securities?
The answer to this central question will have many consequences for the crypto industry, from regulation and compliance to insider-trading enforcement.
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An Incumbent Enters the Disruption Game
A new digital wallet, launched by well-known asset manager WisdomTree, will bring tokenized assets and funds to the advisory and institutional spaces. Is the blockchain disrup...
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Where Should Advisors Go for Crypto Education?
A growing number of services and resources offer advisors education on crypto, taking different approaches. Existing certification organizations, like the CFP Board, might als...
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What Advisors Should Know About NFT Investing
The potential of NFTs is undeniable, but the risks and rewards can be head-spinning. Here’s what to look out for when considering an investment in the world of NFTs.
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