I got invited to do a panel at the upcoming RIA Central Investment Forum about Bitcoin, blockchain and just crypto in general. My hope is to provide actionable insights to the advisors and RIAs attending, so my questions for y'all are:
- Do you currently allocate any client assets to spot ETFs or crypto directly? And if so how much of your AUM?
- How are you approaching crypto conversations with clients today?
- What hurdles are you seeing internally?
- What tools and solutions have helped?
You don't have to answer them all! Any insights are appreciated.
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