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Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment
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.
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment
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.
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.
Session #1: Introduction to Cryptocurrencies & Blockchain Technology
This is part 1 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session One provides a comprehensive primer into blockchain technology and some of the new asset classes it has inspired.
Session #2: Real World Applications of Blockchain and Cryptocurrency
This is part 2 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Participants in session #2 will gain an understanding of Digital Wallets and how they work. They will also be introduced to concepts such as staking and novel digital assets such as stablecoins and CBDCs (Central Bank Digital Currencies).
Session #3: Investing in Cryptocurrency 101
This is part 3 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session Three provides a comprehensive primer into investing in cryptocurrencies and digital assets.
Session #4: Advanced Cryptocurrency Investment Strategies
This is part 4 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session four focuses on more advanced cryptocurrency & income generating strategies.
Session #5: How to Safely Invest in Digital Assets
This is part 5 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. This session focuses on ways to safely invest in digital assets.
Session #6: Mitigating Cryptocurrency Investing Risks
This is part 6 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session six focuses on ways to mitigate risks when investing in digital assets.