From Crypto for Advisors
Important Conversations to Have About Crypto With Clients
Whether you’re advising on crypto, managing digital asset portfolios or just starting down this journey, the most important part for now will be the new conversations you’ll need to have.
Your Clients May Already Own Crypto. Here’s How to Hold It
How do we advise clients on an asset we can’t (yet) handle directly?
Why Are Digital Assets Different?
In the journey to decide if you should even learn about digital assets and then how to make the asset class part of your practice, one of the first questions you might ask is what makes them so different.
Introducing Crypto for Advisors, a Newsletter for Financial Planners
A new CoinDesk newsletter defining crypto, digital assets and the future of finance.
Why Crypto Is the Next Big Trend in Financial Planning
If the robo-advising trend taught advisers anything, it's that millennial and Gen X investors will invest how they want. And right now, they want crypto.
Editor
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.