Integrating Digital Assets (Crypto): Practical Strategies for Advisors

This session will dive into the integration of digital assets into client portfolios. We'll explore the various ways advisors can offer and manage crypto, from direct account management to advising on self-managed accounts. We'll discuss wealth planning, diversification, and practical steps for including crypto through direct purchases, trusts, or ETFs. Learn how to maintain compliance, secure E&O insurance, and elevate your practice with this emerging asset class.

Learning Objectives:

1. Understand the role of digital assets in diversified portfolios.
2. Explore practical methods for integrating crypto into client accounts.
3. Learn how to ensure compliance and secure necessary insurance coverage.