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Financial Advisors
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 Asset Classification Standard.
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.
Digital Asset Management Platform HeightZero Taps CoinDesk Indices to Offer Crypto Basket to Financial Advisers
HeightZero provides a platform for financial advisors to plug in to as a means of offering their clients exposure to a range of assets.
Crypto Thaw May Be Premature but Advisors Should Prepare for Winter’s End
When crypto winter ends and investment activity blossoms once again in the digital assets space, financial advisors should be prepared to hear a new litany of questions from clients about the risks and opportunities in cryptocurrencies.
Two Advisor Credentialing Organizations Have Their Say on Crypto
Advisors are warned by the Certified Financial Planner Board of Standards (CFP Board) and the Chartered Financial Analyst Institute (CFA Institute) to look before they leap.
Post-FTX Meltdown, Regulation-Abiding Companies Can Restore Trust
Adhering to stringent guidelines is less flashy, but will ensure safety and reduce risk.
Ecosystem Growth, Not Prices, Tells the Real Crypto Story
Investors should look at project innovation, not the red lines.
Swan Bitcoin Moves Into TradFi With Platform for Financial Advisers
The new product allows advisers to manage their client’s bitcoin positions as well as access educational content for clients new to crypto.
