“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
WEBINAR
Cryptocurrency in IRAs: An Easy Solution
July 14, 2022 @ 2:00 pm - 3:00 pmThis webinar took place on July 14 and John Denza, Chief Commercial Officer at ErisX; Nick Donaldson, Founder, IAR of Investment Fiduciary Planners; and Michelle Thomas, Vice President at CNB Custody, discussed investing in cryptocurrency through IRAs. John is an expert in digital asset trading and clearing and presented cryptocurrency and blockchain information in understandable…
Moderator/s: Stacy Chitty
Presenter/s: John Denza, Nick Donaldson, Michelle Thomas
This webinar took place on July 14 and John Denza, Chief Commercial Officer at ErisX; Nick Donaldson, Founder, IAR of Investment Fiduciary Planners; and Michelle Thomas, Vice President at CNB Custody, discussed investing in cryptocurrency through IRAs. John is an expert in digital asset trading and clearing and presented cryptocurrency and blockchain information in understandable terms. He also demonstrated the ease of trading through the ErisX portal. Michelle showed how easy it is to buy, sell, and trade crypto within IRAs and explained how RIAs are able to easily adopt crypto into their practice. For broker/dealer reps that may not have access to crypto for their clients, Michelle will offered a reliable referral resource for those clients that show interest.
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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