Articles

The Financial Industry Is At A Crossroads

The Crossroads, Decentralized Conference 2022 The financial industry is at a crossroads and the digital divide is widening, led by the adoption of blockchain technology and crypto-assets. PlannerDAO recognizes this shift and invites you to join us at The Crossroads 22’. And PlannerDAO members see the direction this digital shift is taking us…so we welcome …

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Impact Tokens: How Impact Investors Can Assess Their Quality

We introduced the nexus between blockchain technology and impact investing in our last article for advisors . And, we promised we would dive further into impact tokens. Specifically, we want to share five criteria for assessment, since it’s critically important for you and your clients to do your due diligence in this space. As a …

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Offering Crypto to Clients: Part 4 – Integrating into Practice

This is part four of a four-part series designed to walk financial advisors through the process of adding value by offering crypto to clients. Be sure to check out Part One, Part Two, and Part Three before reading this installment. As we finish up our discussion on adding value to your clients by offering exposure …

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Demystifying DeFi

The term “DeFi” is the abbreviation used for decentralized finance, which utilizes blockchain, crypto assets, and smart contract technology to manage decentralized financial services over the internet. If you’ve been curious about DeFi – or you’re wondering why it matters – read on to learn the basics.

DAR

Arbor Digital and Digital Asset Research Announce Partnership

Arbor Digital and Digital Asset Research announce a partnership to enhance crypto-asset selection due diligence. Arbor Digital is partnering with Digital Asset Research (DAR) to enhance their crypto-asset due diligence process which powers their SMA offer. This enhances the depth at which we analyze networks and their associated tokens which leads to having a greater …

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All About Crypto

Add Value by Offering Crypto to Clients: Part 2 – About Crypto

This is part two of a four-part series designed to walk financial advisors through the process of adding value to their clients by offering exposure to cryptocurrency. Part one is available here. As a modern financial advisor who wants to add more value for your existing clients – while also positioning yourself to attract new …

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How to Gain Clarity Around a Possible Crypto Investment

Calculating What You Can Afford to Invest in Cryptocurrencies

If you pay attention to financial news, you probably know that Bitcoin is the largest cryptocurrency by market value. You probably also know that it made waves recently by reaching a new record of over $68,000 in early November. What’s more, the second-largest cryptocurrency, Ether, also hit an all-time high of over $4,857. These are …

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