Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launch Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launch
NOV 05, 2026 BY ANDREW COHEN

As Schwab plans Bitcoin and Ethereum spot trading for advisors by mid-2027, its leaders expect ETFs to stay the go-to tool for portfolio allocations to crypto.

Practice Management (GoRIA)

RIA succession divide widens as next-gen training stalls, DeVoe finds
NOV 02, 2026 RIA succession divide widens as next-gen training stalls, DeVoe finds
Schwab IMPACT 2026 full conference coverage
OCT 30, 2026 Schwab IMPACT 2026 full conference coverage
RIA M&A could hit an all-time high in 2026, says FP Transitions
OCT 30, 2026 RIA M&A could hit an all-time high in 2026, says FP Transitions

Technology

Nevis wants AI agents that act. Schwab says not yet
NOV 03, 2026 Nevis wants AI agents that act. Schwab says not yet
eMoney platform preps AI assistant for CoPlanner tool
NOV 02, 2026 eMoney platform preps AI assistant for CoPlanner tool
Best Practices in AI Compliance: How Real Firms Are Making the Call
OCT 28, 2026 Best Practices in AI Compliance: How Real Firms Are Making the Call

Compliance

SEC 2027 exam priorities target RIA fees, cash management and M&A 
OCT 26, 2026 SEC 2027 exam priorities target RIA fees, cash management and M&A 
Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
JUN 26, 2026 Maryland regulators spank fledgling art-focused RIA Masterworks over registration snafus
AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs

Custodian

Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launch
NOV 05, 2026 Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launch
Schwab tells RIAs its wealth arm isn’t 'competing for new business'
OCT 29, 2026 Schwab tells RIAs its wealth arm isn’t 'competing for new business'
Schwab launches National RIA Day to recruit students into advisor industry
OCT 27, 2026 Schwab launches National RIA Day to recruit students into advisor industry

Bolt-Ons

Betterment adds mega backdoor Roth to solo 401(k) for advisors
OCT 20, 2026 Betterment adds mega backdoor Roth to solo 401(k) for advisors
Aquiline takes controlling stake in Flourish
SEP 02, 2026 Aquiline takes controlling stake in Flourish
Max and Fieldpoint Private launch private banking platform for RIAs
AUG 31, 2026 Max and Fieldpoint Private launch private banking platform for RIAs

TAMPs

Advisor optimism on organic growth clashes with reality: SEI
OCT 27, 2026 Advisor optimism on organic growth clashes with reality: SEI
Custom model portfolio race widens as Adhesion Wealth adds Fidelity
SEP 28, 2026 Custom model portfolio race widens as Adhesion Wealth adds Fidelity
New report spotlights 'operational paradox' for mid-sized RIAs
MAY 20, 2026 New report spotlights 'operational paradox' for mid-sized RIAs

Podcasts

Do RIAs really need PE?
NOV 03, 2026 Do RIAs really need PE?
Bolting on a tax practice to your RIA
AUG 10, 2026 Bolting on a tax practice to your RIA
Working with the media
JUL 21, 2026 Working with the media

On Location

Boston brings the energy as advisors flock to Schwab IMPACT 2026
OCT 28, 2026 Boston brings the energy as advisors flock to Schwab IMPACT 2026
Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac
AUG 17, 2026 Feb 24, 2026 | Orion Ascent (San Diego) E8 | Guest: Manish Khatta, CEO, Potomac
Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech
AUG 17, 2026 Feb 24, 2026 | Orion Ascent (San Diego) E7 | Guest: Reed Colley, President, Orion Advisor Tech

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit