After coming from the asset management space, she now leads Onramp’s education efforts, running point on the creation and evolution of Onramp Academy, the cryptoasset education platform for financial advisors.
With the largest U.S. recordkeeper by AUM breaking the seal, advisors can expect more custodians to offer cryptoassets to plan participants.
SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.
Major volatility in Bitcoin can fuel anxieties when investors don’t have the right context — and sometimes even when they do.
Decentralized finance is on your clients’ radars, and should be on yours, too.
Advisors should know the roles each plays in digital asset management.
Nuances within the space provide advisors with opportunities to educate clients on safely housing this burgeoning asset class.
Not only is it a new asset class, but it’s built upon modern technology that differs from its traditional counterparts.