Advisors Must Modernize or Lose Assets

[johnblockbuster]

Digital assets are becoming long-term portfolio staples. 84% of investors plan to increase crypto holdings in the next year, with nearly half aiming for significant increases.

Institutional moves by BlackRock, Fidelity, Morgan Stanley, and Robinhood boost confidence in crypto’s permanence. Advisors who modernize with institutional-grade custody, transparent reporting, and seamless dashboards will retain clients, grow assets, and stay relevant.

[Abdul Khan]

Advisors falling behind tech trends risk losing clients fast.

[Nahid Hossen]

Clients expect modern strategies — outdated models won’t survive.