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Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.
At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.
Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.
MassMutual is debuting a crypto platform for RIAs, called Flourish Crypto, with third-party integrations to services from eMoney Advisor, Orion and Envestnet.
