Crypto Financial Advisors: How Firms are Working With Bitcoin Now


THERE ARE PLENTY OF REASONS for advisors to dismiss Bitcoin and other cryptocurrencies as a worthy component of clients’ investment portfolios. They’re largely unregulated. To say they’re volatile is an understatement. And the fintech infrastructure for accessing, custodying, reporting, and billing on digital assets is still in its early stages.

But crypto is here, like it or not. Investors, having seen Bitcoin’s price rocket past $40,000 early this year after starting 2020 at just $7,300, are asking their advisors about it—or…



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