Tag: advisors

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Eric Trump joins Metaplanet strategic board of advisors

Eric Trump joins Metaplanet strategic board of advisors

Bitcoin-stacking firm Metaplanet has appointed US President Donald Trump’s son, Eric Trump, to its newly established Strategic Board of Advisors to fu [...]
Crypto for Advisors: 2024 – Bitcoin’s Year?

Crypto for Advisors: 2024 – Bitcoin’s Year?

2024 has been a year of significant progress for the crypto industry, as bitcoin adoption has reached new heights and regulatory clarity has emerged. [...]
Crypto for Advisors: Post-Election Review

Crypto for Advisors: Post-Election Review

A week after the election, crypto sentiment remains strong. Polymarket, bitcoin and a possibly more efficient and crypto-positive government are all t [...]
What Financial Advisors Need to Know About Spot ETFs, Federal Policy, and Future Growth

What Financial Advisors Need to Know About Spot ETFs, Federal Policy, and Future Growth

Longer term, these assets represent, in the eyes of many, the future of finance. Bitcoin has a unique position here, as the largest, oldest, and, in m [...]
Crypto for Advisors: The Growth of Bitcoin as Collateral

Crypto for Advisors: The Growth of Bitcoin as Collateral

As traditional investment products face declining yields, savvy asset managers must consider emerging opportunities within the cryptocurrency space to [...]
Crypto for Advisors: Crypto Market – A Week in Review

Crypto for Advisors: Crypto Market – A Week in Review

A recap of the crypto market from August 11th to 17th. www.coindesk.com [...]
Morgan Stanley wealth advisors can pitch bitcoin ETFs

Morgan Stanley wealth advisors can pitch bitcoin ETFs

Morgan Stanley on Friday told its army of financial advisors that it will soon allow them to offer bitcoin ETFs to some clients, a first among major W [...]
A Guide for Investment Advisors

A Guide for Investment Advisors

A: From a legal perspective, three key areas that I look at in assessing a crypto project are: compliance, governance and security. Does the team incl [...]
Crypto for Advisors: Web2 to Web3

Crypto for Advisors: Web2 to Web3

While Base targets crypto-curious users, TON’s potential TAM is even bigger, targeting the 900 million users on Telegram. Launched in 2023, Telegram q [...]
Essential Strategies for Investment Advisors

Essential Strategies for Investment Advisors

Until regulatory clarity is achieved, advisors should document consideration of the uncertainty, market volatility and investment basics in minuted in [...]
Morgan Stanley OpenAI-powered assistant to roll out for wealth advisors

Morgan Stanley OpenAI-powered assistant to roll out for wealth advisors

Bing Guan | Bloomberg | Getty ImagesMorgan Stanley is pushing further into its adoption of artificial intelligence with a new assistant that is expect [...]
Christina Lewis launches Beatrice Advisors multifamily office

Christina Lewis launches Beatrice Advisors multifamily office

Christina Lewis, founder of Beatrice Advisors, at her home office with a portrait of her father, Reginald Lewis.Cindy JohnsonChristina Lewis had her f [...]
Crypto for Advisors: Advisors and Crypto

Crypto for Advisors: Advisors and Crypto

In today's Crypto for Advisors newsletter, Adam Blumberg shares the key highlights and trends from the recent FA/RIA at the Consensus 2024 conference. [...]
FDA advisors recommend Eli Lilly Alzheimer’s drug donanemab

FDA advisors recommend Eli Lilly Alzheimer’s drug donanemab

Eli Lilly headquarters in Indianapolis, Indiana, US, on Wednesday, May 3, 2023. Eli Lilly & Co.'s shares climbed in early US trading after its exp [...]
Bitcoin ETFs aren’t winning the hearts and minds of financial advisors

Bitcoin ETFs aren’t winning the hearts and minds of financial advisors

Omer Taha Cetin | Anadolu | Getty ImagesA major thesis around bitcoin ETFs was that financial advisors needed regulated funds like them to direct thei [...]
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