Financial advisors can benefit from crypto – even if they don’t believe in it (yet). Marc Nichols is joined this week by preeminent personal finance thought leader and New York Times bestselling author Ric Edelman. They discuss what’s in store for crypto in 2022, and how advisors can benefit from it even if they don’t […]
The Truth About Crypto with Ric Edelman Read More »
There is research available to help advisors evaluate digital assets, think about valuation, and better understand the underlying technology. Marc Nichols and guest Doug Schwenk, CEO of Digital Asset Research, discuss the importance of quality market data and analysis in this episode, as well as how it can assist advisors in evaluating digital assets. Doug
Setting the Standards of Due Diligence in Crypto with DAR Read More »
Legitimizing crypto for other financial professionals is key to greater adoption in 2022 and beyond. In this collaboration with the hosts of the Crypto for Planners Podcast, Marc Nichols is joined by Steve Larsen, Justin Pullaro, and Adam Blumberg for a review of the 2021 digital asset markets and key learnings from the year. They […]
Was 2021 the Year of Crypto? Read More »
Let’s get practical about how the journey into crypto looks and feels for advisors. In this episode, Marc Nichols talks with Alexandra Dest, CEO, and Founder at Willow Investments, and Paul Farella, Owner and Managing Director at Willow Investments. They discuss why “profit, people, planet” is woven into the fabric of Willow, how they evolved […]
Willow Crypto & the ESG Approach to Crypto Read More »
What’s happening at the intersection of Blockchain and cryptocurrency, and what does it mean for advisors? Host Marc Nichols is joined by a guest who wears many hats. Cleve Mesidor is the author of “My Quest for Justice in Politics & Crypto” and she is also head of the National Policy Network of Women of
Economic Empowerment through Crypto with Cleve Mesidor Read More »
An in-depth look into the evolution of decentralized finance and what it means for the future of asset management This week host Marc Nichols sat down with Adam Blumberg, Co-Founder at Interaxis, an organization dedicated to educating people about technology and finance, to find out more about DAOs (decentralized autonomous organization), becoming a CDAA (Certified
What is a DAO and a Look Into the CDAA Read More »
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 »
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