Virtually every digital assets platform is designed for the DIY market; investors can only open individual taxable accounts. Now, get ready for what’s next: qualified custodians that allow financial advisors to open accounts on behalf of their clients, in just about any account registration you want – individual, joint, trust, TOD, UTMA, and even Deductible, Non-Deductible and Roth IRAs. Advisors will be able to do block trading and rebalancing, integrate with Orion and Envestnet and other portfolio reporting systems – and most importantly, debit your quarterly fee based on your fee schedule. In this important event, you’ll see what’s coming next in crypto portfolio management, so you can prepare your practice for the next iteration of crypto’s evolution. Hosted by DACFP Founder Ric Edelman and featuring Sean Ristau, EVP of Prime Trust.
1 CFP CE credit
1 CFA PL credit
Investments & Wealth Institute® accepted this program for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications