RIADAC VISION is a landmark blockchain and digital assets event for RIAs (registered investment advisors) who want to improve their practice and benefit their clients. 500+ investment advisors have already registered for this livestream event organized and hosted by the RIA Digital Assets Council.
RIADAC VISION is dedicated to giving financial advisors a deep understanding of the impact blockchain will have on the global economy and the financial services industry, and how they can add digital assets to their clients’ portfolios.
RIADAC VISION chair Ric Edelman is the founder of both the nation’s largest independent RIA and the RIA Digital Assets Council. He is recognized as a visionary thought-leader and has been ranked three times as the nation’s #1 independent financial advisor by Barron’s.
“Registered Investment Advisors manage $5 trillion for millions of American investors,” said Edelman, “It’s vital that we learn how to adapt into our practices financial products tied to Bitcoin, Ethereum, tokenized securities and other digital assets. RIAs are feeling pressure to give clients exposure to digital assets. Many clients are asking about it, and some are demanding it. As an RIA, you need to adapt — or risk losing credibility, clients and AUM.”
“RIAs must prepare to advise clients about these new investment opportunities, such as the Bitwise 10 Crypto Index Fund and the Grayscale Bitcoin Trust,” notes Don Friedman, founder of the Digital Asset Strategy Summit and president of RIADAC. “VISION offers an unprecedented opportunity for RIAs to learn how to talk with clients about this new asset class, even if they choose not to recommend digital assets.”
At RIADAC VISION, sessions featuring leading experts include SEC Commissioner Hester Peirce, SkyBridge Founder Anthony Scaramucci, Bitwise CIO Matt Hougan, and Morgan Creek CEO & CIO Mark Yusko. CE Topics include:
• understanding blockchain and digital assets;
• how to buy digital assets;
• allocation models & portfolio strategies;
• integrating digital assets into practice management;
• how to track and report clients’ holdings;
• tax rules and tax reporting;
• regulatory requirements; and
• how to collect your advisory fee on digital assets