This week, FP brought together the pros to crack the crypto code for advisors.
The inaugural INVEST Cryptocurrency for Advisors event is in the books and jammed two days of analysis, findings and thought-provoking questions about digital assets that are relevant to wealth managers.
From SBF's downfall becoming a tutorial on crypto regulation to why understanding the asset class gives even the most skeptical planners a competitive edge, deep conversations made sense of the ongoing tumult and provided attendees an opportunity to ask their burning questions.
The best part? If you missed it, we've got you covered. The 10 sessions featuring more than 30 speakers are available for on-demand viewing whenever you need them. It's the perfect stocking stuffer for an advisor who wants to learn more, but isn't sure where to start. Don't forget that even if you dislike the asset class, you have a professional duty to at least understand how it works.
Check out our full slate of stories from the event and additional insight at Financial Planning. And for those looking for even more info to unpack, Flourish President Ben Cruikshank, a member of INVEST Crypto advisory committee, stopped by the Financial Planning Podcast this week to talk about how advisors can leverage crypto knowledge as a way to get closer to clients. It's a compelling interview that you won't want to miss.
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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| By Dan Shaw 5 min read | For financial planners working with digital assets, the key to staying on regulators' good side is to 'disclose, disclose, disclose.' Read story → |
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| | | By Justin L. Mack 5 min read | Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out. Read story → |
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| | | By Justin L. Mack | The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated. Read story → |
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| | | By Justin L. Mack | Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets. Read story → |
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| | | By Tobias Salinger 3 min read | Planners should start with the basics then take a longer-term view, according to a panel at FP's INVEST: Cryptocurrency for Advisors conference. Read story → |
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