Financial Advisors

financial advisors

We've Got a A Better Tool: Is Bitcoin Mining a Waste of Energy?

Podcasts

What Do Advisers Tell Clients About Bitcoin Estate Planning?

In this episode of “On Purpose,” host Tyrone Ross sits down with Frazer Rice, the regional director for Pendleton Square and the president of Wealth Actually LLC, a financial service and legal media company, to tackle the critically important topic of bitcoin-aware estate and wealth planning.

By CoinDesk

Mar 30, 2021 at 6:21 p.m. UTC

Mar 30, 2021

coindesk-newsFinancial AdvisorsOn Purpose with Tyrone RossBitcoin for Advisors

Podcasts

Digital assets

The Truth Is, Bitcoin Is Not a Security. But...

Since bitcoin is not a security it doesn’t fall under the usual purview of the things advisors would normally have to know. With the SEC differentiating “Digital asset securities” from less-regulated “digital assets,” what’s an advisor to do?

By CoinDesk

Mar 9, 2021 at 5:56 p.m. UTC

Mar 9, 2021

digital assetsRegulationFinancial Advisors

Podcasts

Are Financial Advisors Missing Crypto?

On this episode of the "On Purpose" podcast, independent registered investment advisor Tyrone Ross digs into the thorny topic of bitcoin and digital assets through the lens of your average Financial Advisor.

By CoinDesk

Jan 30, 2021 at 5:15 p.m. UTC

Jan 30, 2021

PodcastsFinancial AdvisorsOn Purpose with Tyrone Ross

Podcasts

Infrastructure

Jason Wenk Wants to End Technological 'Groundhogs Day' for Financial Advisers

On this episode of On Purpose, host Tyrone Ross speaks with Jason Wenk of Altruist.com, a soon-to-launch crypto-friendly technology platform for investment advisers and their clients.

By CoinDesk

Nov 19, 2020 at 5:00 p.m. UTC

Nov 19, 2020

InfrastructurePodcastsFinancial AdvisorsOn Purpose with Tyrone RossFinancial Advisers