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Digital Assets Operational Readiness
For intermediaries—understanding how digital assets can fit into their business model is an important step in being able to provide holistic services to their clients.
The Evolving World of Digital Assets
Blockchain technology and digital assets are establishing a new foundational infrastructure of financial applications and market participants, opening an unprecedented opportunity for advisors to help clients make sense of, and optimally integrate, this asset type.
The evolving and flexible nature of blockchain technology extends to beyond just seeing it as an investment. Advisors need to be aware of their clients other potential use cases and how they can provide value to their clients.
Potential client use cases
Retirement Account, Gifting/Donations, Interest Yield Generating Solutions, Digital Collector & Creator
Expanded advisor roles
Tax & Financial Planning, Collectibles Management & Valuation, Estate & Legacy Planning, Philanthropic Planning
Digital Assets go-to Market Planning
Regardless of how firms feel about digital assets, it is important to have a point of view on the asset type as well as be able to answer investor questions on how it may or may not fit into a financial plan.
Use our guide to develop a framework that best reflects your firm's current positioning, and help you answer important questions as you look to assess if digital assets is right for your firm and your end investors.
Digital Assets Ecosystem
As advisors engage in financial planning or investment conversations with clients about digital assets, it is important to consider the potential custody options available to investors for digital assets that are directly owned.
Client Engagement
To provide holistic service to clients, it is important to be able understand the level of interest, knowledge and experience clients may have with digital assets. Fidelity has created a number of resources to help firms engage clients and help get them educated on key aspect of the digital asset ecosystem.
Insights for Your Clients
Investor-friendly educational articles you can share with clients who are interested in making cryptocurrency part of their portfolios.
Where do you stand on digital assets?
Whether you're thinking of offering digital assets, currently experimenting and responding to client demands, or are an active participant in the broader ecosystem, Fidelity Investments has resources to help you navigate this space regardless of your current level of expertise.
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- This material may be distributed through the following Fidelity Investments® entities, none of whom offer digital assets nor provide clearing or custody of such assets: Fidelity Distributors Company LLC; National Financial Services LLC or Fidelity Brokerage Services LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Digital Assets are not insured by the Federal Deposit Insurance Corporation or protected by the Securities Investor Protection Corporation ("SIPC"). Please perform your own research and consult a qualified advisor to see if digital assets are an appropriate investment option.
- Information displayed herein includes material from various sources, including third parties. These resources are meant to be educational in nature, and not to endorse or recommend any cryptocurrency or investment strategy. Digital assets are speculative, highly volatile, can become illiquid at any time, and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment.
- Supply and demand changes rapidly and is affected by a variety of factors, including regulation and general economic trends. Cryptocurrency exchanges may suffer from operational issues, such as delayed execution. Digital asset exchanges have been closed due to fraud, failure, or security breaches. Assets that reside on an exchange that shuts down or suffers a breach may be lost.
- Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Fidelity Charitable is a registered service mark of FMR LLC, used by Fidelity Charitable under license.