Adam Blumberg

Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron.

He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 9,000 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice.

In May 2021, they helped launch PlannerDAO, the first decentralized community for financial advisors. PlannerDAO has grown to almost 400 members.

Adam is a contributing writer for CoinDesk’s Crypto for Advisors newsletter.

Adam Blumberg

Latest from Adam Blumberg


Opinion

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.

(Jaime Lopes/Unsplash)

Finance

Crypto for Advisors: Digital Assets in 2024

With a spotlight on bitcoin and other digital assets, a looming U.S. spot bitcoin ETF approval and rising client interest, it may be time to start considering adoption for your practice. We understand that there is much to learn. We've got you covered if you haven't started learning about crypto.

(Eugenio Mazzone/Unsplash)

Opinion

DeFi Definitely Isn't Dead

The commentariat said decentralized finance is in danger amid the crypto winter and recent spate of hacks. They're dead wrong.

An angel as a tombstone (Veit Hammer/Unsplash, modified by CoinDesk)

Finance

Setting Boundaries: Defining Active and Passive Management for Crypto

Breaking down one of the key dilemmas in crypto investing in 3 different ways. Plus: Questions spurred by the BlackRock ETF application.

laptops and financial documents

Markets

For Financial Advisors, Real World Assets Could Be a Safe(r) Path to Crypto

Tokenized Real World Assets (RWA) are a potential avenue for financial advisors to approach the crypto sector while minimizing risk.

(Juan Gomez/Unsplash)

Finance

Estate and Legacy Planning for Crypto Assets

Legacy and estate planning is crucial for cryptocurrency holders because, unlike traditional assets, cryptocurrencies are not regulated by centralized authorities, making it difficult for heirs to access them after the owner's death. Proper planning can ensure that digital assets are successfully transferred to loved ones and beneficiaries.

(MoMo Productions/Getty Images)

Finance

Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future

New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers and stock pickers, offering education on how to navigate the emerging financial landscape will be key.

(Maskot/GettyImages)

Finance

Crypto Is the Solution to Bank Runs, Not the Cause

Self-custody, transparency and immediate settlement are just a few ways that crypto could prevent loss of funds.

(Mitshu/Getty Images)

Markets

How Financial Advisors Should Think About the Crypto Crash

Billions of dollars have just been erased from the crypto market, but that shouldn’t spook FAs.

Bitcoin plunges below $20K (OGNYAN CHOBANOV/Getty Images)

Opinion

Crypto Funds’ Easy On-Ramp Can Be a Big Problem Without the Right Guidance

It’s important for financial advisors to do due diligence on investing in crypto funds, and on the funds themselves.

A financial advisor must do due diligence on crypto funds. (Alistair Berg/Getty Images)

Pageof 2