Financial Advisers


Finance

When Bitcoin ETFs Are Right for Investors (and When They're Not)

SEC approval in January opened up the market to a new generation of investors but there are still advantages to directly owning crypto that ETFs can’t provide, says Eric Ervin, CEO of Onramp Invest.

Bridge

Finance

Crypto for Advisors: Impact of the Spot Bitcoin ETFs for Portfolios

The approval of the spot bitcoin ETFs constituted a landmark event for the $1.7 trillion digital asset industry. With institutional investors on board, demand for bitcoin will grow significantly.

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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.

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Finance

Crypto for Advisors: Bitcoin Myth Busting

Despite growth and resilience, several myths continue to plague the digital asset ecosystem.

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Web3

Music Albums as an Asset Class

NFTs enable 6 major shifts in the music industry, which could lead to new investment opportunities for clients of financial advisors.

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Markets

Bye-Bye Bitcoin Bear

No investor or financial advisor has a crystal ball that can predict the movement of an asset, including bitcoin, with total certainty. But past bitcoin halvings can provide clues on what we could potentially expect.

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Finance

History Repeats: Applying What We Know About Tech Stocks to a New Market

Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.

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Finance

Crypto Wealth Manager Onramp Taps CoinDesk Indices to Create Customized Portfolios

The partnership will provide advisers with a wider range of options for shaping successful portfolios.

(Onramp)

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.

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Finance

Ripple's Effect on Financial Advisors

Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how we define securities.

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