WEBINAR
The Death of 60/40 – and Why Your Crypto Allocation Should Be 10% to 40%
July 22, 2025
Acclaimed financial advisor Ric Edelman – called “Mr. RIA” by Bloomberg – has dropped a bomb on the asset and wealth management world by announcing that the 60/40 glidepath is dead, and that virtually all clients should allocate to crypto. Conservative investors should have a 10% allocation, moderate clients 25%, and aggressive portfolios 40%. But what’s the basis for this bold allocation?
Come find out, in this groundbreaking webinar. Ric will explain why unprecedented longevity and astonishing advances in exponential technologies demand a complete rethinking of portfolio construction. He will share the simple arithmetic behind his projection that bitcoin will reach $500,000 by 2030 – a 5x increase in less than five years – and share with you the reason crypto has been fundamentally de-risked over the past 18 months.
Ric will be joined by Anthony Bassili, President of Coinbase Asset Management, and they’ll show you the implementation strategies you need to consider for adding crypto to client portfolios. You’ll see that investing in crypto is no longer a speculative bet – and that the true speculation is instead persisting with a zero allocation. Above all, you’ll discover how Ric’s new glidepath of stocks, crypto and bonds can position your clients to thrive in this new age of longevity.
(click above to learn more about Coinbase Asset Management)
About the Speakers

Ric Edelman, CBDA
Founder, DACFP
Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.

Anthony Bassili, CAIA
President, Coinbase Asset Management
Anthony Bassili, CAIA is President of Coinbase Asset Management (“CBAM”), a subsidiary of Coinbase Inc. CBAM is a web3 asset manager building investment solutions and fund products for institutional investors globally. CBAM is an SEC registered Investment Advisor, regulated by the CFTC, and an NFA member.
About the Sponsor
Upcoming Events
JUNE 7-9, 2027





