Why Wealth Managers Are Choosing These Crypto Accounts

Why Wealth Managers Are Choosing These Crypto Accounts

Wealth managers are increasingly receiving client questions about investing in crypto and how clients can gain exposure to this asset class. Most financial advisers are unaware of the pros and cons of investment vehicles available to invest in digital assets on behalf of their clients.

Over the past 12 months, 90% of financial advisers have received client questions about crypto, according to The Bitwise/VettaFi 2023 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets. RIAs and financial advisers must navigate a range of considerations when allocating to this asset class, most notably around security and compliance considerations. Advisers must be mindful of the characteristics of each structure as they select the proper

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