Look, I get it. Cryptocurrency can be a touchy subject. Just utter the word in a crowded room and you're likely to get someone's unsolicited opinion. But regardless of how you feel, it's a topic of increasing importance for advisors, and some of the biggest names in the business are getting on board. With that, Financial Planning has launched a new educational video series focused on getting advisors up to speed before the next big rise or fall. The first two videos, "The ABCs of crypto for advisors" and "An advisor's guide to cryptocurrency taxation," are available right now. And additional guides focused on crypto storage, how to talk to clients when crypto tanks, searching for hidden crypto assets in HNW divorce settlements and more are on deck. The effort is all part of FP's march to INVEST Cryptocurrency for Advisors, a new live event that goes down Dec. 13 and 14 in New York City that's unlike any conference we've hosted before. We're building the agenda with a great crew of top-level insiders, and we're focused on just the facts. We'll leave the fiction for the thinkpieces. Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week! Regards, Justin | | Justin Mack Reporter, Financial Planning |
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| | | | | | | | RESOURCES | | WEB SEMINAR | | Thursday, October 6, 2022 12:30 PM EDT | The finding of behavioral finance are increasingly shaping how wealth managers deliver their services to clients. How is the field evolving, and what are the freshest insights? Learn More → | | WHITEPAPER | | | Direct indexing can set you apart from the crowd. Learn how! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | | WEB SEMINAR | | Tuesday, October 18, 2022 12:30 PM EDT | FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry. Learn More → | | WEB SEMINAR | | Monday, September 12, 2022 1:00 PM EDT | As the world reshapes its alliances around the Ukraine war, how will banks work with companies and governments to keep trade and the financial system running? Learn More → | More resources → |
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