How Advisors Can Add Value to Clients With Crypto — CoinDesk

How Advisors Can Add Value to Clients With Crypto — CoinDesk

Many investors don’t understand crypto and think it has no place in their portfolios. But an increasing number of investors are curious about crypto and want exposure (especially those who are younger, well-educated and with higher incomes). We’re in the midst of the greatest wealth transfer in our lifetime, and as those assets get passed, the inheritors are likely to ditch their parents’ financial advisor and invest some of their newfound wealth in crypto. Accordingly, financial advisors need to adapt, lest they become irrelevant.

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