Perspective

The intersection of cryptocurrency and wealth management: What advisors need to know now

An e-book to help advisors establish a foundational understanding of the different ways that investors commonly gain exposure to digital assets, along with some important factors to consider in evaluating and selecting from those options.

Key Takeaways
  • Buzz and interest around crypto has prompted many investors to turn to their trusted advisors for help, and advisors need to be ready to have those conversations. This moment offers an opportunity for advisors to build their brands and strengthen relationships with clients, but it also presents a risk that advisors may fall behind the evolving investment landscape.
  • This document explores some of the most popular options for direct and indirect exposure to crypto, along with potential benefits and drawbacks of these options across four factors that are central to an advisor’s ability to navigate crypto with their clients: expenses, tax treatment, protections, and estate planning.
  • Now is the time for advisors to invest in their competencies around crypto. We've provided a foundation and framework for advisors to start thinking about crypto and how they may be able to incorporate it into their practices, but this is just the beginning. Advisors need to be ready, with the knowledge and capabilities that more and more investors are seeking, when this double-edged opportunity knocks.
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Bitcoin Business model & offering Business strategy Digital assets
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ALERTNATIVES
Fidelity® Wise Origin® Bitcoin Fund (FBTC)

Enjoy seamless integration of digital assets into your practice, while giving your clients easier exposure to bitcoin.

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This product is for investors with a high risk tolerance. It invests in a single asset, bitcoin, which is highly volatile and can become illiquid at any time. Please see the additional digital assets disclosure below.

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