What an SEC Proposal Means for RIAs in Crypto

What an SEC Proposal Means for RIAs in Crypto


Imagine meeting with your financial advisor to plan for retirement, and seeing crypto products offered alongside other safe and regulated financial products. You decide to allocate to crypto products — not only as an investment vehicle, but also as a tool to execute tax-loss harvesting. What was once a holy grail in crypto adoption is quickly becoming a reality.

Demand from registered investment advisors (RIAs) to provide digital assets to end-clients is greater than ever. Just take a look at recent headlines from crypto wealth management platforms like Eaglebrook Advisors, Fidelity and L1 Advisors.

But against the backdrop of rising institutional demand, a little-watched SEC proposal could radically

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