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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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The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now
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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.
This product is for investors with a high-risk tolerance and invests solely in bitcoin, which is highly volatile and could become illiquid. Investors could lose their entire investment.
For important information, see the full linked content.
FBTC is not an investment company registered under the Investment Company Act of 1940 (the “1940 Act”) nor is it a commodity pool under the Commodity Exchange Act of 1936 (the “CEA”). As a result, shareholders of FBTC do not have the protections associated with ownership of shares in a registered investment company nor are shareholders afforded the protections of investing in an CEA-regulated instrument or commodity pool.
Digital assets are highly volatile, and their market movements are very difficult to predict. Various market forces may impact their value including, but not limited to, supply and demand, investors’ faith and their willingness to purchase it using traditional currencies, investors’ expectations with respect to the rate of inflation, interest rates, currency exchange rates, an evolving legislative and regulatory environment in the U.S. and abroad, and other economic trends. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. Digital assets are not insured by the Federal Deposit Insurance Corporation (FDIC) or protected by the Securities Investor Protection Corporation (SIPC).
The performance of FBTC will not reflect the specific return an investor would realize if the investor actually purchased bitcoin. Investors in FBTC will not have any rights that bitcoin holders have and will not have the right to receive any redemption proceeds in bitcoin.
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