Tag: CryptoCurrency
The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

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Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. 

Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing role of cryptocurrency within financial and retirement planning. They specifically focus on:

  • Where are we now in the professionalization of cryptocurrency
  • What role crypto could – and should – play in client portfolios
  • What options are available for financial advisors to consider
  • How current events are markets are creating new opportunities with Crypto and cash management

Connect with Mark Bruno:

Connect with Ben Cruikshank:

About Our Guest:

Ben Cruikshank is the Head of Flourish and leads the Client Strategies organization, including sales, marketing and support. Ben is a frequent commentator on issues related to investment advisors and crypto and has appeared in the Wall Street Journal, Barron’s, Marketwatch, and numerous industry publications. Prior to Flourish, Ben worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team.

 

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Ric Edelman on Advisors’ “Crypto Knowledge Gap”

Ric Edelman on Advisors’ “Crypto Knowledge Gap”

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Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. It’s important for financial advisors to overcome this gap as the number of digital assets in the market continues to grow and the asset class increases in popularity.

Mark Bruno, Managing Director of Wealth Management at Informa, is joined by Ric Edelman, Founder, Digital Asset Council of Professionals and the Funding Our Future Coalition, to discuss the growth of cryptocurrency and the “professionalization” of digital assets. 

Listen in as Ric and Marc explore:

  • How to educate financial advisors and broaden the knowledge base when it concerns digital assets.
  • As innovations in digital assets continue what does it mean for the first adopters of this technology by hedge funds, billionaires, endowments, pension funds, insurance companies.
  • How the government is reacting to the rise of digital currency and how much truth are there in the predictions that by the end of the decade every government around the world will have a digital currency.
  • To what degree is the lack of knowledge in digital assets a result of a lack of technology, lack of regulation, or lack of infrastructure.
  • The ideal allocation for your client’s portfolio as these digital assets grow.

Connect with Mark Bruno:

Connect with Ric Edelman:

About Our Guest:

Ric Edelman is a #1 New York Times bestselling author of 10 books on personal finance. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founded the nation’s largest financial planning firm, now serving 1.3 million clients and managing $300 billion in AUM. Edelman is in both Research Magazine’s and Barron’s Financial Advisor Halls of Fame, and recipient of IARFC’s Lifetime Achievement Award. Investment Advisor, RIABiz and InvestmentNews all named him one of the most influential people in the investment management profession. He is the #1 New York Times best-selling author of 10 books on personal finance with more than one million copies in print in seven languages.

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