An advisor’s guide to: DeFi
What is DeFi? Decentralized finance or DeFi is often called “open finance”. It utilizes protocols, digital assets, smart...
An advisor’s guide to: Blockchain
Understanding blockchain is key to understanding how cryptocurrencies work. Don’t stress, the inventor of Bitcoin didn’t even use...
An advisor’s guide to: Hot vs. cold wallets
Any financial advisor can understand and appreciate the importance of securing client assets; this is why they use...
An advisor’s guide to: NFTs
From the success of Yuga Labs’ Bored Apes to Beeple’s Everydays: the first 5000 days, NFTs are proving...
An advisor’s guide to: Bitcoin
You’ve heard of it—the OG cryptocurrency, the most dominant coin on the market, and the asset that started...
An advisor’s guide to: Public vs. private keys
Public and private keys are used by cryptoasset investors to store, receive, and transfer their assets online. Before...
What advisors need to know about: avoiding crypto scams
An unfortunate side effect of cryptocurrencies growing in value and more users adopting them is a rise in...