While you were sleeping, the conversation around cryptocurrency changed. And then it changed again. The headlines, crashes and eye-opening interviews are rolling in a rapid clip. And we're just getting started. But the moving target puts financial advisors in a difficult position. Do they ignore it and sip their coffee amid the flames like the "this is fine" dog? Or do they seek information to understand, and if possible, stay ahead of it, knowing that the crash isn't swaying true believers away from the highly emotional asset class? Financial Planning is just days away from focusing on the latter. On Dec. 12 -13, the free INVEST Cryptocurrency for Advisors conference kicks off. From the basics of blockchain to how advisors should work with investors already knee deep in digital assets, stop by for straight facts and no fiction. And to help us keep track of this moving target, FP has gathered a crew of experts to sit on the event's advisory council. Among them is Caitlin Cook, head of marketing and communications at Hxro Labs, which provides crypto analysis and education. She caught up with us this week to talk about the fallout and what it should mean for advisors. Check out the full story and additional insight at Financial Planning. Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week! Regards, Justin | | Justin Mack Reporter, Financial Planning |
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| By Brian Wallheimer 5 min read | The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help. Read story → |
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| | | | | | | | RESOURCES | | WEB SEMINAR | | Thursday, December 1, 2022 2:00 PM EST | In this panel discussion, you will learn about the emerging trends and priorities for data-centric financial services companies. Learn More → | SPONSOR CONTENT FROM SNOWFLAKE | | REPORT | | | The future is here and it's digital first. Learn More → | SPONSOR CONTENT FROM Salesforce | | REPORT | | | In a new Salesforce survey, 72% of senior financial services executives reported that their customers were mostly or extremely satisfied. Customers themselves tell a different story. Learn More → | SPONSOR CONTENT FROM Salesforce | | WEB SEMINAR | | Tuesday, December 13, 2022 2:00 PM EST | Join Tim Woods, FireMon's Vice President of Technology Alliances, for a discussion on how your business can re-think the simple with automation, how to prepare and protect from security breaches and the importance of visibility and policy hygiene. Learn More → | SPONSOR CONTENT FROM FireMon | More resources → |
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