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How Advisors Can Integrate Cryptocurrencies Into Client Portfolios

Approaching the challenges of cryptocurrency with a disciplined mindset leads to improved investor outcomes.


According to the Journal of Financial Planning, nearly half of advisors surveyed in early 2021 said their clients have inquired about cryptocurrencies in the past six months. Organizations are at a crossroad. They struggle with how to handle the trading, operational and technological challenges without adding risk. Leveraging cryptocurrency as an investment option will be a substantial undertaking. A misstep can increase risk exponentially. 

In this article appearing in WealthManagement.com, Mike Tropeano CFA from Broadridge Consulting Services addresses key questions, obstacles and opportunities when considering whether to add cryptocurrency as an asset class for investor portfolios.

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