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Financial Advisers

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Markets
Crypto for advisors
Bye-Bye Bitcoin Bear
No investor or financial advisor has a crystal ball that can predict the movement of an asset, including bitcoin, with total certainty. But past bitcoin halvings can provide c...
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By Andy Edstrom
Apr 27, 2023 at 12:45 p.m. UTC
Apr 27, 2023
Crypto for AdvisorsNewslettersOpinionBitcoin PriceFinancial AdvisersFinancial AdvisorsHalvingBear marketBull Market
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Finance
Opinion
History Repeats: Applying What We Know About Tech Stocks to a New Market
Advisors can offer a balanced and rational investment strategy that counters the hype when bullishness sets in, Onramp Invest CEO Eric Ervin writes.
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By Eric Ervin
Apr 20, 2023 at 12:45 p.m. UTC
Apr 20, 2023
OpinionNewslettersCrypto for AdvisorsFinancial AdvisorsFinancial AdvisersRisk ManagementBitcoin BubbleBubbleBitcoin PriceNasdaqInternet
(Onramp)
Finance
Onramp invest
Crypto Wealth Manager Onramp Taps CoinDesk Indices to Create Customized Portfolios
The partnership will provide advisers with a wider range of options for shaping successful portfolios.
(Onramp)
By Aoyon Ashraf
Apr 19, 2023 at 1:00 p.m. UTC
Apr 19, 2023
Onramp InvestCoinDesk IndicesFinancial Advisers
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Finance
Crypto for advisors
Financial Advisors’ Next Value Proposition: Preparation for a Digital Asset Future
New technologies have changed the role advisors play for their clients. Now that discounts platforms, apps and algorithms have increasingly replaced their function as brokers...
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By Adam Blumberg
Apr 13, 2023 at 3:00 p.m. UTC
Apr 13, 2023
Crypto for AdvisorsNewslettersOpinionGeopoliticsFinancial AdvisersFinancial Advisors
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Finance
Opinion
Ripple's Effect on Financial Advisors
Ripple was projected to have spent $100 million fighting the SEC. Financial advisors should pay attention to Ripple’s trial, as it could have significant consequences to how w...
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By DJ Windle
Apr 6, 2023 at 4:01 p.m. UTC
Apr 6, 2023
OpinionRippleXRPNewslettersCrypto for AdvisorsFinancial AdvisersFinancial AdvisorsRegulationSEC
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Finance
Opinion
How Advisors Can Prepare for Ethereum’s Unlock
Ethereum’s Shanghai upgrade will unlock ether that has been staked since the Merge, potentially leading to selling pressure that market participants could ride out or take adv...
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By Jackson Wood
Mar 30, 2023 at 12:30 p.m. UTC
Mar 30, 2023
OpinionNewslettersCrypto for AdvisorsFinancial AdvisersFinancial AdvisorsShanghai upgradeEthereumThe MergeEthereum 2.0TradingInvesting
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Finance
Crypto for advisors
Price, Not Intrinsic Value, Is the True Measure of Bitcoin’s Success
Many financial advisors cite lack of intrinsic value as a case against bitcoin. But demand and global adoption, evidenced by bitcoin's steadily increasing price, are what they...
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By Isaiah Douglass
Mar 9, 2023 at 1:45 p.m. UTC
Mar 9, 2023
Crypto for AdvisorsNewslettersOpinionFinancial AdvisersFinancial AdvisorsBitcoin Priceindex fundBubbleBitcoin blockchainBitcoinFundamental Analysis
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Finance
Crypto for advisors
Advisors: Learn Crypto, or Your Clients Will
The disconnect between financial advisors and their clients around crypto has become increasingly apparent, given that 37% of advisors personally invested in crypto compared t...
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By DJ Windle
Mar 2, 2023 at 5:00 p.m. UTC
Mar 2, 2023
Crypto for AdvisorsNewslettersOpinionFinancial AdvisersFinancial AdvisorsBitcoin PriceBitwiseBitwise Asset ManagementCrypto Miningcrypto investingDACS
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Finance
Opinion
Weekly Challenge: The Digital Asset Power Hour
Financial professionals stand to benefit greatly from blocking off just one hour per week to learn about a digital asset, such as one of 500 included in CoinDesk's Digital Ass...
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By Kelly Chambers
Mar 1, 2023 at 9:42 p.m. UTC
Mar 1, 2023
OpinionNewslettersCrypto Long & ShortRegulationTradFiDEXKrakenDigital asset classification standardDACSBitcoin PriceBitcoinEthereumCMICDI DataFinancial AdvisersFinancial AdvisorsCulture and entertainmentMetaverse
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Markets
Crypto for advisors
The Future of Financial Planning Lies in AI and Blockchain
AI and blockchain could assist in decisions involving investments, taxes and insurance, and open new avenues for income. But financial advisors will still play a key role.
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By DJ Windle
Feb 9, 2023 at 4:52 p.m. UTC
Feb 9, 2023
Crypto for AdvisorsNewslettersOpinionAIBlockchainFinancial AdvisorsFinancial Adviserscrypto investingInvestingPortfolio management