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Crypto is the battlefield among financial advisors

For advisors, cryptocurrency is increasingly too impactful to ignore as their clients and not only millennials are interested in the offerings.

United statesSamuel deaneBen cruikshankRic edelmanBitcoin etfsChristopher kingMatt apkarianEaglebrook kingCatherine valegaDigital assets councilEdelman financial servicesCerulli associatesGrayscale bitcoin trustGreen bee advisoryChartered alternative investment analystAssets council

Tyrone Ross resigns as CEO of Onramp | Financial Planning

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Tyrone rossEric ervinMorgan stanleySmith barneyMerrill lynchOnramp investDani favaEaglebrook advisorsFlourish cryptoRitholtz wealth managementCoinbase venturesReality sharesCareer moves

The latest in financial #AdviserTech — February 2022

The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.

Kitces advisortechDoug fritzJoel bruckensteinUncle samDasarte yarnwayMorgan stanleyGarrett planning networkKitces research on independent advisor technologyAdvisor servicesFinancial advisortech solutionsFinancial advisertech solutionsKitces researchXy planning networkArnott research affiliatesKitces independent advisor technology studyOnyx advisor network

Super Bowl cryptocurrency | Financial Planning

Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.

United statesLos angelesBurt whiteLebron jamesLarry davidMichael kitcesMorgan stanleyCrypto exchangeJustice departmentSuper bowlLos angeles ramsCincinnati bengalsWall streetFlourish crypto

Crypto-Focused Eaglebrook Advisors Lands $20M Funding Round

Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets.

United statesCastle islandTyrone ross jrChristopher kingDave abnerJohn kimMassachusetts mutual life insurance companyGemini frontier fundEaglebrook advisorsIsland venturesBrewer lane venturesAvon venturesJump capitalDynasty financial partnersMariner wealth advisorsHalbert hargrove global advisors

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