Tag: Financial Advisors
Crypto for Advisors: Digital Assets in 2024
Are you ready to talk about crypto investing with your clients? CoinDesk’s Kim Greenberg collaborated with Adam Blumberg and DJ Windle to provide a gu [...]
Debunking Bitcoin Myths in the Wake of 2023 Crypto Market Recovery and Regulatory Evolution
Since 2014, there has been a significant effort to develop and implement infrastructure to prevent, detect and investigate bitcoin and other crypto tr [...]
A 2024 Market Guide for Financial Advisors
A. Many people who look to invest in digital assets come from a traditional financial markets background and are often surprised by the complexity and [...]
What Advisors Need to Know
In recent years, however, many advisors have incorporated these asset classes into portfolios as investors seek broader exposure, non-correlated inves [...]
On-Chain Diversified Indexes Set to Transform Digital Asset Investments
For advisors and their clients, on-chain products offer simple, diversified, accessible exposure to some of the most important themes in digital asset [...]
Crypto for Advisors: Investing in Web3
Alex Tapscott, author of the recently published book Web3: Charting the Internet’s Next Economic and Cultural Frontier, takes us through Web3 investme [...]
How Bitcoin Is Redefining Investment Portfolios
To address these challenges, investors face a standard menu of options (Exhibit 1). To improve the tradeoff between risk and return in portfolios, the [...]
How On-chain Analytics Bring Transparency to Blockchain and Cryptocurrency Transactions
As managers investing on behalf of clients, we are constantly monitoring on-chain analytics to ensure we are making informed decisions. You can gather [...]
New SEC Custody Rule Could Change How Financial Advisers Interact with Crypto Clients
In choosing a qualified custodian, bankruptcy protections are key. Bankruptcy-remote custody solutions — like Anchorage Digital Bank, a federally char [...]
Crypto for Advisors: Innovating Legacy Programs with Blockchain
In this week's issue of Crypto for Advisors, learn how brands are leveraging blockchain to innovate loyalty programs.
www.coindesk.com [...]
Crypto for Advisors: Opinion: Direct Crypto Ownership Is Best
In this week's issue of Crypto for Advisors, learn why direct ownership of crypto may be in the best interest of the client.
www.coindesk.com [...]
Observations and Anticipation in the Crypto ETF Market
When the first U.S. bitcoin futures ETF was launched, it made a huge impact. The ProShares Bitcoin Strategy ETF (BITO) was launched on Oct. 18, 2021, [...]
How to prepare for a 1099-K for online payments and reduce your taxes
Charday Penn | E+ | Getty ImagesIf you've accepted payments via apps such as Venmo or PayPal in 2022, you may receive Form 1099-K, which reports incom [...]
4 key year-end moves to ‘control your tax reporting destiny’
seksan Mongkhonkhamsao | Moment | Getty Images1. Boost your 401(k) contributionsIf you haven't maxed out your workplace 401(k), there may still be tim [...]
The biggest tax changes to know before filing your 2022 return
Tom Werner | DigitalVision | Getty ImagesCertain tax credits have been reduced One possible reason for a smaller tax refund is the child tax credit an [...]