Upcoming Events

What RIAs need to know about crypto: A fireside chat with Ric Edelman and Wipfli

7/14/2022 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Seats Remaining: 998

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com


As cryptocurrencies steal the headlines, your clients may be asking questions about these digital assets and how they fit in their portfolio. If you’re not prepared to serve them, you could risk losing them to more forward-thinking advisory firms.

Join us for the first webinar in our digital assets series. Our experienced panelists will address the following topics and more:

  • Overview: With recent headlines and volatility, what does the landscape look like now for investing in digital assets, and what are future forecasts? We’ll discuss bitcoin, altcoins, stablecoins, crypto EFTs, NFTs, DeFi, the metaverse and more.
  • Compliance: Is there a way for firms to engage without risking regulatory wrath or reputational harm that could cost you clients and assets? We’ll consider the regulatory environment, risks, custody, training and certifications. (This topic will be also explored more extensively in a separate webinar in this series.)
  • Operations concerns: We’ll discuss the basics for entering the market — determining whether a client should invest and, if so, how and how much to invest. You’ll discover the investment thesis, how to provide exposure that’s consistent with your firm’s culture, how to train your advisors and how to provide client education. (This topic will be also explored more extensively in a separate webinar in this series.)

Who should attend

C-suite executives of RIAs and BDs with more than $500M in assets under management

Presenters

  • Moderator: Kelly Fisher, practice partner, innovation and transformation leader, and audit and tax practice leader at Wipfli
  • Ric Edelman, founder of the Digital Assets Council of Financial Professionals
  • Paul Lally, principal and wealth and asset management industry group leader at Wipfli
  • Marcie Bomberg-Montoya, principal and strategic advisory services leader at Wipfli