Financial Advisors

financial advisors

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 advantage of.

By Jackson Wood

Mar 30, 2023 at 12:30 p.m. UTC

Mar 30, 2023

OpinionNewslettersCrypto for AdvisorsFinancial AdvisersFinancial AdvisorsShanghai upgradeEthereumThe MergeEthereum 2.0TradingInvesting

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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 should be paying attention to.

By Isaiah Douglass

Mar 9, 2023 at 1:45 p.m. UTC

Mar 9, 2023

Crypto for AdvisorsNewslettersOpinionFinancial AdvisersFinancial AdvisorsBitcoin Priceindex fundBubbleBitcoin blockchainBitcoinFundamental Analysis

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Finance

Crypto for advisors

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 to up to 83% of their clients that may have, according to one 2023 survey.

By DJ Windle

Mar 2, 2023 at 5:00 p.m. UTC

Mar 2, 2023

Crypto for AdvisorsNewslettersOpinionFinancial AdvisersFinancial AdvisorsBitcoin PriceBitwiseBitwise Asset ManagementCrypto Miningcrypto investingDACS

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Finance

Opinion

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.

By Kelly Chambers

Mar 1, 2023 at 9:42 p.m. UTC

Mar 1, 2023

OpinionNewslettersCrypto Long & ShortRegulationTradFiDEXKrakenDigital asset classification standardDACSBitcoin PriceBitcoinEthereumCMICDI DataFinancial AdvisersFinancial AdvisorsCulture and entertainmentMetaverse

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Markets

Crypto for advisors

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.

By DJ Windle

Feb 9, 2023 at 4:52 p.m. UTC

Feb 9, 2023

Crypto for AdvisorsNewslettersOpinionAIBlockchainFinancial AdvisorsFinancial Adviserscrypto investingInvestingPortfolio management

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Business

Coindesk indices

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.

By Jamie Crawley

Feb 7, 2023 at 1:00 p.m. UTC

Feb 7, 2023

CoinDesk IndicesFinancial AdvisorsAsset Management

Markets

Newsletters

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.

By Christopher Robbins

Jan 26, 2023 at 1:45 p.m. UTC

Jan 26, 2023

NewslettersCrypto for AdvisorsCrypto WinterFinancial AdvisorsPortfolio management

Business

Crypto for advisors

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.

By Christopher Robbins

Jan 12, 2023 at 1:45 p.m. UTC

Jan 12, 2023