Crypto and ESG: Bitcoin’s Energy Consumption and the Future of Blockchain Sustainability

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With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

Why Adding Digital Assets To Your Portfolio is Important

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Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value

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Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.

WHITEPAPER: Case Study – Driving Firm Growth with Superior Service and Streamlined Operations

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Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.

Stay Connected from Anywhere with the Practifi Mobile Experience

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For many modern advisory teams, staying on top of daily to-do lists, communicating with clients and collaborating with team members can be difficult. This is made even more challenging with hybrid (or fully-remote) work setups, commuting and traveling or attending conferences and events. 

Beyond Beeple: NFTs & The Future of Financial Access

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Today’s crypto market stands in striking contrast to last year’s. One year ago, crypto assets were recovering from March’s sell-off as they set up the “DeFi summer” of 2020, a period of rapid growth for many DeFi protocols.

Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment

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Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

6 Easy Cyber Initiatives to Add Value to Your Client Relationships

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Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.
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When In Doubt, Zoom Out: Crypto & the “Lengthening Cycle Theory”

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Recently, the crypto asset market cap fell from a peak of $2.502 trillion to as low as $1.351 trillion in the wake of growing high-profile concern over Bitcoin’s energy usage. Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.

Financial Advisor Client Retention: Getting the Best Results

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As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.