money4 min read
Closing the crypto advice gap in financial planning
The crypto advice gap is the divide between clients holding digital assets and advisors who refuse to manage them. Learn how to bridge this gap.
G
Groundwork ResearcherClients are increasingly treating crypto as a core, long-term asset, but many advisors avoid the topic. To remain relevant, advisors should integrate digital assets into their reporting, estate planning, and risk management processes to provide a holistic view of the client's wealth.
The crypto advice gap is the divide between clients holding digital assets and advisors who refuse to manage them. Learn how to bridge this gap.