Thought Leaders

Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.

Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.

Let's be clear. Volatility will still be in play for a while. While the globe plays whack-a-tariff, fewer market participants will reduce liquidity and increase volatility. Its gonna be crazy for quite a while.

Tokenization is a technology trend with the potential to reshape financial markets, according to John Sarson, CEO and co-founder of Sarson Funds, a cryptocurrency asset manager and information hub for financial advisors, and nowhere is that more apparent than in the world of non-fungible tokens, or NFTs.

Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!

The bankruptcy of FTX took down with it at least 130 cryptocurrency companies associated with the firm.  What a mess. The silver lining is that we will get crypto regulation sooner than we were expecting.

As we enter 2025, the wealth management industry is at a crossroads. For advisors and firms, the challenge is more than just to keep up and lead purposefully, according to Pam Cytron of The Founders Arena

Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!

The S&P has bounced back up after recent selloffs but there's still not a big change on the week. Gold had a fun trip to $2,400 and just took an almost $100 drop. With that, looks like BITCOIN and ETH had their "dip."

Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.