On-demand webcasts

 

Crafting a corporate crypto strategy for your RIA firm

Jul 21, 2022

As a member of your RIA firm’s leadership team, you see both opportunities and risks in the new crypto asset class.

In the second webinar of our digital assets series, Ric Edelman, founder of the Digital Assets Council of Financial Professionals, built on our fireside chat to specifically address your concerns as you seek to build your corporate strategy, assess risk and prepare your teams to incorporate digital asset offerings into client portfolios.

We’ll cover these key topics:

  • Operational considerations for incorporating digital asset investments into your firm’s practice management
  • The current regulatory and risk landscape
  • HR concerns related to the training and oversight of your advisors

An audience Q&A will follow the presentation.

Presenters

  • Ric Edelman, founder of the Digital Assets Council of Financial Professionals
  • Paul Lally, principal and wealth and asset management industry group leader at Wipfli

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