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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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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