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Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.

Here we are well past the halfway mark of 2021 and, once again, debates are popping up on when, or if, there will be a U.S. regulated Bitcoin ETF. Different time, same question. Will the SEC approve a BTC ETF? Will they not approve a BTC ETF? Or better yet, WHY won't they approve that coveted ETF? Yes, why oh why?

According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.

The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.

Technology’s role is supplemental to that of the advisor. It can’t replace the expertise and personal nature of the relationship, but it can add much-needed efficiencies that keep an advisor on-task and better able to focus their time on a client’s needs. Nowhere is that more necessary than the race to attract and retain the attention of high net worth clients.

This week, same as I always do, I went to my trusted source for listings of these deals and the first 5 were all over $100M. I thought to myself, "hmmm, this column will be a piece of cake this week!" BUT - I scrolled down and saw MORE deals - HUGE deals - on the following pages. So we have again hit another round of massive funding this past week - EVERY ONE OVER $300M USD!

Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!

Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.