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For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.

Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.  

Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

Keep in mind that these newly listed Bitcoin ETFs do NOT actually hold Bitcoin, but rather Bitcoin FUTURES, and specifically, futures traded on the CME (Chicago Mercantile Exchange) which settle monthly in cash. In other words, these new ETFs will never actually hold Bitcoins. How will this affect Bitcoin trading, settlement and, most importantly, how the ETFs will trade? Again, who knows. Its a brand new world.

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.

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.

Finally, a BITCOIN ETF (actually two....so far) has launched..........ProShares and Valkyrie have each been approved to offer a BITCOIN strategy ETF......BUT using CME BITCOIN futures (they settle in cash).

While a lot of the investing world has been focused on creating strategies, infrastructure and products around trading and owning crypto, an even larger blockchain investing revolution is brewing in NFTs

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.