On Purpose With Tyrone Ross

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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

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Crucial to Asset Allocation in the 2020s: Financial Advisers Talk About Bitcoin’s Rising Relevance

Join Tyrone Ross as he speaks with Sunayna Tuteja, head of digital assets at TD Ameritrade, and others on this live episode.

By CoinDesk Staff

Nov 12, 2020 at 1:40 p.m. UTC

Nov 12, 2020

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Podcasts

How Financial Planners Think About Bitcoin, With Justin Castelli and Douglas Boneparth

Independent investment adviser Tyrone Ross speaks with certified financial planners (CFP) Justin Castelli and Douglas Boneparth about how they're looking at bitcoin and what they're hearing from clients.

By CoinDesk

Nov 5, 2020 at 5:15 p.m. UTC

Nov 5, 2020

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Markets

Events

The FA Landscape: ‘On Purpose’ Podcast Live Taping Party

Featuring Adam Pokornicky, COO of Digital Asset Investment Management; Andy Edstrom, financial adviser and investor at WESCAP Group; and Sunayna Tuteja, head of digital assets at TD Ameritrade.

By Elaine Ramirez

Oct 30, 2020 at 8:44 a.m. UTC

Oct 30, 2020

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Podcasts

Bitcoin

The Global Macro Case for FA Allocations to Bitcoin, With Kevin Kelly

Kevin Kelly join Tyrone Ross to discuss how the global macro environment is driving interest in bitcoin for financial advisors and their clients.

By CoinDesk

Oct 29, 2020 at 1:40 p.m. UTC

Oct 29, 2020

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Podcasts

Bitcoin

How Financial Advisors Should Think About Bitcoin, With Morgen Rochard

Morgen Rochard speaks to Tyrone Ross on why bitcoin and only bitcoin warrants attention and time from financial advisors.

By CoinDesk

Oct 27, 2020 at 2:30 p.m. UTC

Oct 27, 2020

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Podcasts

Bitcoin

Bitcoin in Retirement Accounts, With Adam Pokornicky and Adam Blumberg

In this episode of the “On Purpose” Podcast, join Host Tyrone Ross and guests Adam Pokornicky of DAiM Bitcoin Wealth Management and Adam Blumberg, Co-founder of Interaxis as they discuss and dissect the unique advantages and challenges for advisors and their clients looking to include bitcoin in their investment strategies.

By CoinDesk

Oct 24, 2020 at 2:19 p.m. UTC

Oct 24, 2020

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