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    Introducing Crypto for Advisors, a Newsletter for Financial Planners

    Why Are Digital Assets Different?

    Digital assets, cryptocurrency, decentralized finance (DeFi), non-fungible tokens (NFTs) – they have all been the subject of intense media hype. No doubt you’ve heard of at least a few people who have become wealthy through their investment in digital assets, as well...
    Important Conversations to Have About Crypto With Clients

    Important Conversations to Have About Crypto With Clients

    When we get through all the numbers and metrics that make up our business – AUM, ROI, fees, alpha, beta – what we actually end up doing is having real conversations with clients. We need to understand their situations, risk, goals and needs and discuss possible...
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