Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it would sound absurd to us, if an advisor said that I […]

cryptocurrency wealth management

#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou

“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]