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Crypto for Advisors
Every Thursday
Defining crypto, digital assets and the future of finance for financial advisors.
How Should You Treat Crypto Compared With Other Assets in a Portfolio?
Is crypto an investment, a currency – or neither? The nuance around crypto is exactly why many investors and advisors are drawn to it in the first place – but also why it can be so confusing.

Revolution, Macro and Micro: Three Ways to Look at a Bitcoin Investment
Understanding the three main investment theses of bitcoin will help you not only allocate to it for clients but also parse through cryptocurrency news, analysis and commentary.

How Advisors Can Add Value to Clients With Crypto
Being a crypto-competent advisor can help to differentiate yourself from other financial professionals and add value to your client relationships and practice.

The Importance of Bitcoin Upgrades and Layer Two Applications
As a financial advisor with clients interested in bitcoin, it’s crucial to understand upgrades to its network and their potential impact on bitcoin’s investment thesis.

Why Bitcoin Has Value and Should Be Part of Your Client’s Portfolio
Bitcoin is a technology that’s also money and that can be used for savings. It’s important for advisors to understand the value behind it to determine how it can fit in a client’s asset allocation.

How Bitcoin Is More ESG-Friendly Than You’ve Heard
Many popular narratives about bitcoin don’t tell the full story.

Why NFTs Are So Appealing – And How Anyone Can Start Learning for Free
What’s truly exciting is the potential this technology brings, and where it could take us in the future.

Advice You’ve Never Had to Consider Before
When it comes to crypto, you’ll need to be knowledgeable about new, complex topics to be a more useful and valuable advisor to clients.

Understanding Proof-of-Work, Proof-of-Stake and Tokens
When navigating the world of crypto for clients, it’s crucial to understand these terms and methods.
