Featured Appearances
SESSION LEADER: Ric Edelman, Founder Digital Assets Council of Financial Professionals PANELISTS: Christopher King, Founder & CEO Eaglebrook Advisors Matthew Kolesky, President Arbor Capital Management Jon Maier, Chief Investment Officer Global X ETFs
PODCAST: Crypto for Planners sits down with Matt Kolesky Matthew Kolesky joins hosts Steve and Justin for an in-depth discussion on the intersection of the financial advisory and digital asset spaces. They cover how more regulatory clarity can improve advisors’ relationships with crypto, what may happen next with the innovative
VIDEO: How to Build a Portfolio of Crypto Assets What Makes a “Good” Cryptocurrency Portfolio? What Should My Crypto Portfolio Look Like? Marc Nichols joins Dushan Spalevich for an in-depth discussion on how to build a portfolio of digital assets. Marc shares why he believes fiduciary financial advisors have
VIDEO: Don’t Fall Behind the Curve with Cryptocurrency Education as a Financial Advisor Matt Kolesky shares his experience in digital asset investments to help financial advisors better advise on – and invest in – digital assets on behalf of their clients. He offers insight into the evolution of the digital
VIDEO — Bitcoin Investing: Are Financial Advisors Making the Right Call? Ric Edelman and Matt Kolesky dive deep into the trends they’re seeing among RIAs investing in Bitcoin, sharing insight and projections for the future. This episode touches on the different approaches RIAs are taking to get their clients exposure
Blockchange Ventures: Blockchange Digital Asset SMA for RIAs Arbor Digital and Blockchange have partnered to offer a new SMA tool that enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance. The new SMA
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