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

Jul 14, 2022

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.

Watch the recording of the first webinar in our digital assets series. Our experienced panelists addressed the following topics:

  • 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 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.)

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

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