The service will offer a network of “bitcoin-competent” financial planners to help HNWIs build distribution and utilization strategies and address potential tax and inheritance issues, Unchained said.
U.S. SEC Warns Advisers They Need to Know Crypto Before Recommending to Clients
The U.S. Securities and Exchange Commission (SEC) is advising brokers and investment advisers that they need to use heightened scrutiny when it comes to making crypto recommendations to ensure the risky products are in the best interests of their clients, the agency said in a new bulletin.