Fidelity is increasing the education on digital assets it makes available to its advisers by partnering with the Digital Assets Council of Financial Professionals, the organization founded by Ric Edelman.
Clients of Fidelity Institutional will get a discount on the cost of DACFP’s Blockchain and Digital Assets certificate program. The program’s 11 modules include information on digital assets and the blockchain, as well as how to use digital assets as part of an investment management strategy.
“As interest in cryptocurrency accelerates across investor segments, we want to ensure we’re providing advisors with the foundational knowledge necessary to help address investor questions,” David Canter, head of the RIA and family office segment at Fidelity Institutional, said in a statement.
A Fidelity survey of advisers showed 43% had adopted digital assets as of 2021, up from 23% in 2020.
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By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
