What Advisors and Investors Are Saying Today About Digital Assets
NOVEMBER 29, 2023 | WEBINAR
Is your thinking about crypto in sync with advisors around the country? What are other financial advisors saying about the thawing of the crypto winter – and are they excited about the new spot bitcoin ETFs that are coming soon? 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!
Sponsored By:
Featured Speakers
Ric Edelman, Founder - RIA Digital Assets Council
All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.Ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and among the Top 10 Wealth Advisors by Forbes, he’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame. In 2017, Ric received the IARFC’s Lifetime Achievement Award.
Ric is the founder of the nation’s largest independent RIA, with 350 advisors in 170 offices nationwide, managing $230 billion for 1.2 million individuals and households. The firm is also the nation’s largest independent provider of advice to 401(k) plans, serving thousands of companies, including 150 of the Fortune 500. The firm is also ranked #1 for quality by Consumer Reports. He is the firm’s largest individual shareholder, serves on its board and remains actively engaged in the firm’s investment management and financial planning strategies.
Widely known in the financial services industry for his thought leadership, Ric founded the Funding Our Future Coalition with the Bipartisan Policy Center. With more than 50 academic, non-profit, corporate and think-tank members, it’s now the largest coalition ever formed that focuses on attaining financial security for all Americans. Ric was behind the creation of the first exponential technologies ETF and has been awarded two patents inventing a product that allows newborns to save for retirement.
Ric is also a leading financial educator and champion of improving financial literacy for all Americans. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country; his show has been on the air for nearly 30 years, currently airing on 80 stations coast-to-coast, and Ric is the only licensed financial advisor and one of just two weekend-only hosts on TALKERS’ “Heavy Hundred” ranking.
Ric has also produced award-winning specials for Public Television, and he’s a #1 New York Times bestselling author of 10 books on personal finance, including a best-selling children’s book on money.
Ric taught personal finance for 9 years at Georgetown University and currently is Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999. In 2020, Rowan named its communications school the Ric Edelman College of Communication & Creative Arts.
Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.
Ric Edelman
Founder
DACFP
Upcoming Events
SEPTEMBER 9, 2026
Crypto’s next bull market won’t look like the last one. Come learn why in this timely and important conversation with Ric Edelman and Bitwise Chief Investment Officer Matt Hougan. Together, they’ll show you the data that makes the case for where the next cycle is headed, and the five areas Matt believes will take crypto to the next level. Whether you’re already allocating to digital assets or still skeptical, you’ll get the clear, data-grounded framework to help you think about the next cycle and the forces most likely to drive it.JUNE 7-9, 2027
DACFP’s Crypto Convergence, formerly known as VISION, is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, Crypto Convergence 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.
Past Events
JULY 15, 2026
The case for owning the crypto market, rather than picking individual assets within it, has never been stronger. In this webinar, Ric Edelman and Hashdex Asset Management CIO Samir Kerbage will show you why you need to allocate to crypto this year – and how to do it. If you've been waiting for the right moment to invest in crypto, this is the conversation to join!JUNE 8-10, 2026
DACFP’s Crypto Convergence, formerly known as VISION, is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, Crypto Convergence 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.MAY 26, 2026
As digital assets become a strategic component of diversified portfolios, financial advisors need to be familiar with strategies beyond the single-asset crypto ETF. In this webinar, you’ll gain insights into crypto custody, yield, staking, trading, borrowing and lending – and discover the fastest growing financial products in the world that you can securely manage for your clients.
“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