What does it take to continue meeting your fiduciary responsibilities in a future that blends the financial and tech spaces? Marc Nichols is joined by Justin Castelli, Financial Advisor and Founder of RLS Wealth and RLS Wealth, Pursuit™, Chief of Staff at Onramp Invest, and Co-Founder of The AGC™. As a Registered Investment Advisor, […]
The RIA of the Future & Facebook goes META Read More »
With a constantly evolving regulatory environment, many advisors are wondering whether crypto may be regulated out of existence. Marc Nichols talks with Cathy Yoon, general counsel at crypto trading powerhouse INX Limited and steering committee member for Global Blockchain Convergence. With her heart and soul in the blockchain/crypto space, Cathy is a firm believer in
Will Crypto be Regulated Away? Read More »
Direct exposure to crypto isn’t the only way to invest in the digital asset space. Marc Nichols and guest Dan Weiskopf @ETFProfessor of ETF Think Tank and Toroso Asset Management discuss investing in Blockchain and explore opportunities outside of direct exposure to crypto. Dan shares what he has learned analyzing Blockchain-based companies, and discusses what he has gotten right – […]
Alternatives to Direct Exposure to Crypto Read More »
If you’re unsure why cryptocurrency is even needed as an alternative to fiat currency, learn how you can overcome the crypto education gap and understand the real economic energy behind crypto. In this episode, Marc Nichols is joined by Leslie Lamb, Chief Marketing Officer at CoinFLEX and host of the Crypto Unstacked podcast. Leslie […]
Crypto Yield, The Education Gap & The Economic Energy Behind this Asset Class Read More »
As interest in digital assets continues to grow at a fast pace, it’s critical to know how to have these conversations with your clients. Crypto Advisor: How Advisors Can Start the Conversation About Digital Assets Marc Nichols is joined this week by Steve Sanduski, financial advisor coach. Marc and Steve focus on how advisors can […]
Guest Steve Sanduski: Digital Asset Conversations with Clients Read More »
Marc Nichols is joined by guest Griffin Knight, Head of Product at Blockchange. Griffin shares his personal journey into the digital asset space and how he developed the “crypto bug,” as well as the evolution of Blockchange and why they focus on providing sophisticated solutions for financial advisors. Griffin adds his unique technology perspective to […]
The Advisor Adoption Spectrum & Why Active Management Matters Read More »
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 tool removes the legwork of […]
Blockchange intros digital asset SMA for RIAs Read More »
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