The Blockchain and Digital Assets Are Now Mainstream

As an RIA, you need to adapt – or risk losing credibility, clients and AUM. Chaired by Ric Edelman, RIADAC VISION is an event designed specifically for financial advisors, giving you core information on the blockchain and digital assets.

This program will qualify for CE credits.

Topics Include:

  • What Are Digital Assets?

  • Understanding Blockchain, the Underlying Technology for All Digital Assets
  • Why Should I Add Digital Assets to My Clients’ Portfolios?
  • How Do I Explain Digital Assets to My Clients?
  • How Does One Buy Digital Assets?
  • How Do I Know My Clients’ Digital Asset Investments Are Safe and Secure?
  • How Do I Track and Report My Clients’ Holdings of Digital Assets?

  • How Should I Incorporate Digital Assets into My Asset Allocation Models?

  • Taxes: What are the Reporting Requirements and Tax Rates for Digital Assets?

  • Legal and Compliance: What are the Regulatory Issues and Requirements for Owning and Trading Digital Assets?

  • How Do I Collect My AUM fee on Digital Assets?