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Crypto for Advisors

From Crypto for Advisors


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

Welcome to the NEW Crypto for Advisors Newsletter

Digital assets and crypto are rapidly changing the investing landscape. We’re here to help financial advisors find their way.

man overlooking Grand Canyon

6 Factors Advisors Should Consider Before Using an SMA for Digital Assets

Separately Managed Accounts (SMAs) may be the way to go for digital assets, but advisors should fully understand the trade-offs.

dollar bill reflected on kitchen counter

How Financial Advisors Can Navigate Crypto’s Turbulent Waters

The past year has been a rollercoaster for crypto, but FAs and RIAs shouldn’t run from the category.

man stacking coins

It’s OK to Think of Crypto as a Macro Market

If you have a long view, crypto markets are more influenced by macro forces than things like regulatory moves or on-chain activity.

(Shubham Dhage/Unsplash)

Editor

Sarah Morton

Sarah Morton is Chief Strategy Officer and Co-founder of MeetAmi Innovations Inc. Sarah’s vision is simple – to empower generations to successfully invest in Digital Assets. To accomplish this, she leads the MeetAmi marketing and product teams to build easy-to-use software that manages complex transactions, meets regulatory and compliance requirements, and provides education to demystify this complex technology. Her background bringing multiple tech companies to market ahead of the trend speaks to her visionary mindset.