The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio

OCTOBER 11, 2023 | WEBINAR

As an experienced financial advisor, you know that portfolio managers and analysts use key data sets and measurements to help them determine their investments in stocks, bonds and real estate. But did you know that similar analytic tools are now available for helping you select which digital assets to invest in?

Get a tour of what leading-edge research looks like for this new asset class, and discover how tokenomics can help you make investment decisions regarding crypto coins and tokens.

1 CFP CE credit | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Christopher Jensen

Director of Research

Franklin Templeton Digital Assets

Upcoming Events

Is the Crypto Winter Over?
DECEMBER 13, 2023 | WEBINAR
To find the answer, take a look at the trend signals, which can help you detect positive vs. negative momentum. Today’s crypto trend signals might help you recognize what’s coming next for crypto prices – and whether you should allocate more to BTC or ETH right now.

Join Ric Edelman for a fascinating and informative webinar along with Erik Anderson, Senior Digital Assets Research Analyst at Global X ETFs, and Andy Baehr, Managing Director of CoinDesk Indices. They’re going to show you how you can do better when dealing with the question of allocating crypto for your client portfolios.

You will also be able to ask questions during the live Q&A!
>> FULL DETAILS

VISION 2024
JUNE 2-4, 2024 | AUSTIN, TX
VISION is the longest-running digital assets investment conference specifically for financial professionals. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.
>> FULL DETAILS

Past Events

What Advisors and Investors Are Saying Today About Digital Assets
NOVEMBER 29, 2023 | WEBINAR
Be the first to see the results of the latest survey of financial advisors, which was conducted by McKinsey & Company and Lionsoul Global. You’ll discover what advisors are thinking and doing about crypto, the products they want, and the essential services they say they need to help them attract and retain new clients. You’ll discover if you’re ahead of the competition – or falling behind. A can’t miss event!
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Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | WEBINAR
Bonds are back and once again delivering strong yields. Are you helping your clients take advantage of the highest bond returns in decades? This event will reveal the best opportunities in fixed income right now and give you the information you need to have about the economic outlook for your client conversations. Join Ric Edelman and PIMCO’s David Braun for this important and timely webinar.
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“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines