On-demand webcasts

 

Incorporating blockchain and digital assets into client portfolios

Jul 28, 2022

Looking for a better understanding of how to incorporate blockchain and digital assets into your clients’ portfolios? Join us for the third and final webinar of our digital assets series.

As a follow up to our fireside chat and for a deeper dive into some of the basics, this webinar will focus on providing investment advisors with more of the critical information they need to serve their clients. Ric Edelman, founder of the Digital Assets Council of Financial Professionals, began with an overview of blockchain and the digital asset landscape. Additionally, he covered information that advisors will need to consider to effectively incorporate them into client portfolios

Key topics covered:

  • Understanding blockchain and digital assets
  • The investment thesis for adding digital assets to client portfolios
  • The investment options available to advisors, and considerations when building a portfolio
  • The unique tax and estate planning considerations of digital assets
  • A high-level overview of current disclosure and compliance regulations

An audience Q&A will follow the presentation.

Presenters

  • Ric Edelman, founder of the Digital Assets Council of Financial Professionals
  • Marcie Bomberg-Montoya, principal and strategic advisory services leader at Wipfli

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