How to Advise On and Use Digital Assets as an Investment with Financial Advisor Matt Kolesky
Matt Kolesky helped create the first true digital asset SMA, helping clients invest in Bitcoin and defi technology.
Bitcoin: Financial Advisors Must Respond to It
I join the Wicked Pissah Podcast and talk to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about Bitcoin and the future of finance.
Bitcoin Discussion for Skeptical Financial Advisors
Learning the basics about Bitcoin will allow advisors to answer the most common questions they're going to get from clients.
Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients
Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.
What is DeFi?
DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.
How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business
Lex Sokolin on the sweeping changes in the fintech landscape and what new skills advisors will need to thrive
Blockchain: What is it and why should financial advisors care about it?
Blockchain, the technology that underpins bitcoin, is primed to cause serious change to how we do business in the financial services industry