Cryptocurrency is a hot topic with many investors—yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets.
Mark Bruno, managing director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, head of Flourish, in discussing the growing role of cryptocurrency within financial and retirement planning. They specifically focus on:
- Where are we now in the professionalization of cryptocurrency
- What role crypto could—and should—play in client portfolios
- What options are available for financial advisors to consider
- How current events are markets are creating new opportunities with crypto and cash management
Listen to The WealthStack Podcast