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Navigating Digital Assets for Financial Advisors

Presented by

Jasmin Sethi, Hashim Mitha, Maredith Sapp, Kevin Reed

About this talk

79% of asset managers are exploring crypto-based and decentralized finance products as part of their changing product suite. Alternative investments are here to stay – are you prepared to speak to your clients about them? Financial advisors who are under-informed on alternative investments are at risk of losing the trust of clients and their growing needs. Most clients who are interested in this new asset class lack knowledge on the subject, but still know more about digital assets than their advisor. In this webinar, we are going to discuss: - Trends in digital assets - Accredited investors and understanding the risk of alternative investments - What’s driving the growth of digital assets - How to get the tools to future proof your practice
Morningstar Research & Solutions

Morningstar Research & Solutions

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Morningstar Research & Solutions
Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more.
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