Financial Advisers

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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...
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Ripple's Effect on Financial Advisors
Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how w...
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How Advisors Can Prepare for Ethereum’s Unlock
Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take adv...
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Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success
Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they...
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Advisors: Learn Crypto, or Your Clients Will
The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared t...
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Weekly Challenge: The Digital Asset Power Hour
Financial professionals stand to benefit greatly from blocking off just one hour per week to learn about a digital asset, such as one of 500 included in CoinDesk's Digital Ass...
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The Future of Financial Planning Lies in AI and Blockchain
AI and blockchain could assist in decisions involving investments, taxes and insurance, and open new avenues for income. But financial advisors will still play a key role.
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The CFP Board’s Latest Report on Crypto Sets High Standards for Advisors
Decisions to recommend bitcoin should depend on an advisor's crypto competency and a client’s personal/financial circumstances, the CFP Board’s notice rightly says.
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Bitcoin Is the Song That Does Not End
Bitcoin prices have fallen, but user interest and developer activity remain as strong as ever.
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