#advisors

Crypto for Advisors: It’s Tax Time

( www.coindesk.com )

Crypto for Advisors: It’s Tax Time The 2024 tax year has come to a close, and tax filing season is now upon us. If you’ve been trading crypto, here are some key things you need to consider.

Coindesk 1.1k 2025-02-14

Crypto for Advisors: Crypto Ownership vs. ETF

( www.coindesk.com )

Crypto for Advisors: Crypto Ownership vs. ETF 2024: Bitcoin and ether spot ETFs launch, becoming history’s fastest-growing. 2025: The lines between spot crypto ETFs and direct ownership will blur.

Coindesk 739 2025-01-31

Crypto for Advisors: Bitcoin, IRAs and Tax Prep

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Crypto for Advisors: Bitcoin, IRAs and Tax Prep Considerations for adding bitcoin to Traditional IRAs – it’s essential to set it up correctly with a platform that offers comprehensive support and peace of mind.

Coindesk 469 2025-01-17

Crypto for Advisors: 2025 Outlook

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Crypto for Advisors: 2025 Outlook The outlook for crypto adoption in 2025 is overwhelmingly positive, but not without challenges. Regulatory clarity, institutional participation, and technological innovation will be the pillars of growth.

Coindesk 1.1k 2025-01-10

Are financial advisors a rip off?

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Are financial advisors a rip off? I took a look at what my brokerage account gained this year from interest, dividends and gains in the market. As it stands today my portfolio is $73,907. I put $24k into it this year. At the beginning of this year I had $47,577. So I made $2,330 on my account this year. The management fee for the year ended up being $922. So my advisor is taking…

Reddit Personal Finance 760 2024-12-19

Crypto for Advisors: AI + Blockchain + Crypto

( www.coindesk.com )

Crypto for Advisors: AI + Blockchain + Crypto Blockchain is the key to unlocking a scalable, ethical, and user-focused AI economy, addressing critical barriers like resource demands, ethical concerns, and proof of humanhood.

Coindesk 1.3k 2024-12-14

Crypto for Advisors: 2024 – Bitcoin’s Year?

( www.coindesk.com )

Crypto for Advisors: 2024 – Bitcoin’s Year? 2024 has been a year of significant progress for the crypto industry, as bitcoin adoption has reached new heights and regulatory clarity has emerged. In this wrap-up, we will take a closer look at the key events and trends that have shaped the crypto space.

Coindesk 620 2024-11-22

Crypto for Advisors: Post-Election Review

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Crypto for Advisors: Post-Election Review A week after the election, crypto sentiment remains strong. Polymarket, bitcoin and a possibly more efficient and crypto-positive government are all tailwinds to look forward to.

Coindesk 867 2024-11-15

Crypto for Advisors: Post Election Edition

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Crypto for Advisors: Post Election Edition As U.S. voters elected former President Donald Trump to be the nation’s 47th president, the digital-asset market demonstrated its unique, real-time reaction capacity, surging on expectations of a crypto-friendly administration

Coindesk 924 2024-11-08

Ameriprise advisors ripping people off?

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Ameriprise advisors ripping people off? I’ve been assisting a friend go over their Ameriprise brokerage account and Roth IRA that she pays one of their advisors to manage. Wondering why any sane advisor would invest a client’s money in an underachieving fund with high fees and a 5+% load. I started researching the Columbia Capital funds that the Ameriprise advisor put her in. I shoul…

Reddit Personal Finance 402 2024-11-05

Crypto for Advisors: Don’t Be Spooked By Crypto

( www.coindesk.com )

Crypto for Advisors: Don’t Be Spooked By Crypto Instead of being scared by the nonstop nature of crypto markets, investors should see it as an exciting opportunity to grow their portfolios — especially with the help of a skilled crypto advisor who can guide you through the complexity.

Coindesk 543 2024-11-01

Crypto for Advisors: Bitcoin on The Balance Sheet

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Crypto for Advisors: Bitcoin on The Balance Sheet Historically, only crypto-native companies held bitcoin on their balance sheets. However, a significant structural shift has occurred over the past four years. Public and private companies are now embracing bitcoin, motivated by economic, geopolitical, and regulatory factors.

Coindesk 575 2024-10-25

Crypto for Advisors: Making Sense of Crypto

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Crypto for Advisors: Making Sense of Crypto As the momentum of the crypto and blockchain industry continues to grow, securities advisors are undoubtedly facing a greater number of questions from clients about specific crypto assets and the projects which underlie them. Evaluating these projects requires a thorough understanding of several crucial factors to ensure informed investment deci…

Coindesk 1.1k 2024-07-26

Changing Financial Advisors query

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Changing Financial Advisors query Changing FAs? We’ve had an FA that we like, he’s really helped us increase our savings and investment portfolio, however he’s dodgy when it comes to asking his fees. Basically word salad where I give up. But I asked him recently to provide details on their fees (I just know they charge 1.65%) and they sent me a 40+ page report and said the info …

Reddit Personal Finance 1.1k 2024-07-20

Crypto for Advisors: Web2 to Web3

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Crypto for Advisors: Web2 to Web3 Kelly Ye looks at the three fast-growing blockchain ecosystems that are addressing the adoption challenges for Web3, gaining user adoption, and how they combine the strengths of Web2 and Web3 to create a seamless Web2-like onboarding experience while providing users with the benefits of sovereign ownership in Web3.

Coindesk 393 2024-07-19