This engaging, high-level discussion will look at crypto as it pertains to wealth management in particular. For advisors wanting to help clients set expectations and consider digital assets as part of their portfolios, this session will provide tangible takeaways on these topics:
- How should financial advisors think about cryptocurrencies for their clients?
- What are the potential investment options and use cases for digital assets (token trading, DeFi, spot, futures, etc.)
- Cryptocurrency and digital asset investment funds and how to think about the workflows
Register and earn CE Credits
This webinar as been approved for CE Credit. Click
