Over 80% of US millennial millionaires are invested in crypto. 50% of them have over half of their net worth on-chain. With the recent failures of centralized crypto exchanges and lenders, as well as regulatory pressures on centralized custodians, crypto investors have been turning to self-custody as a way to protect their digital assets and remain the drivers of their portfolios. Many of those individuals work with financial advisors on their traditional asset portfolios, but given the lack of tooling and clarity around self-custody, advisors haven’t been able to incorporate those assets into their clients’ holistic financial picture, let alone advise on them.
In this webinar, we will introduce you to the world of crypto self-custody and all its benefits for advisors and clients. We will demystify working with clients on-chain, provide an overview of decentralized finance, and show advisors how to start advising and making recommendations to their clients directly on decentralized protocols in a completely non-custodial way.
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.