Even if the speculative nature of crypto investment could be accomodated in a client portfolio, advisers say, satisfying the Code of Ethics requirement that clients understand the "benefits, costs and risk" is problematic unless both parties are subject matter experts.
Why it s an amazing time to be an adviser
Why it s an amazing time to be an adviser
The advice world is in a state of flux. Reading the headlines an outsider would assume that financial advice as a career path is in a near terminal decline.
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I m not going to bore you with the plethora of reasons why advisers are struggling, you have heard them before and personally I m over hearing it.
When I talk to other advisers about the outcomes they have achieved for clients, all I hear is tremendous things. There is not an adviser I know that does not take immense pride in the value they provide to their clients.