DWealth Muse Podcast Series: Episode 10 – How RIAs are Helping Clients Capitalize on the Crypto Revolution

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DWealth Muse, with host Dara Albright, is a new weekly podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wave of technological and regulatory change headed to finance as it shifts to a digital, decentralized system.

You can listen to all Dara’s podcasts at this link: https://dwealth.news/podcast/


Episode 10 – How RIAs are Helping Clients Capitalize on the Crypto Revolution – In this episode, host Dara Albright and guests, Marc Scharf, Managing Partner of ESG Asset Mgmt and AJ Nary, Founder of HeightZero, discuss the challenges and solutions for RIAs as they help their clients navigate the unfurling world of digital assets. Discussion highlights include:

  • How RIAs have been helping their clients gain exposure to crypto assets despite the dearth of institutional products available;
  • Limitations of owning cryptocurrencies through a trust;
  • Managing crypto assets without violating custody rules and amid regulatory ambiguities;
  • Ways in which NFTs, tokenization and staking may become part of the modern investment portfolio;
  • How declining interest rates and a diminishing public equity float are elevating the significance of digital assets; 
  • The impact that the wealth transfer to XYZ generations may have on portfolio construction;
  • Upon emerging from Doc Brown’s DeLorean, guests proffer a sneak peek of the future for RIAs and digital assets. 

CLICK HERE TO LISTEN TO EPISODE 10:


About the DWealth Muse Podcast Series & Host Dara Albright:

Some are calling this transition the greatest financial transformation since civilization moved from a barter to a currency system. It is truly that momentous.

In these podcasts, Albright and key fintech influencers discuss how this financial transformation is impacting asset classes, investment portfolios, businesses, markets and economic policy.

Albright and guests deliver insights and leading-edge information to listeners in lively conversations that make this complex topic fascinating to learn and easy to grasp so that investors and businesses, alike, can capitalize on this monumental change.   

Specific areas of coverage include:

  • Decentralized Finance (DeFi)
  • The Democratization of Finance (DemFi)
  • Digital Assets, Blockchain-based Assets and Cryptocurrencies
  • Security Token Offerings and Exchanges
  • Exempted Fintech Alternatives
  • Modern Liquid Alternatives
  • Wealthtech
  • Compliance & Risk Management
  • Fintech Savings Apps

You can listen to all Dara’s podcasts at this link: https://dwealth.news/podcast/