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CoinShares Survey Reveals Half of UK Wealth Advisers Unaware of Client Crypto Holdings
A CoinShares survey found that half of UK wealth advisers are unaware of clients' crypto holdings, describing them as "invisible."

A CoinShares survey found that half of UK wealth advisers are unaware of clients' crypto holdings, describing them as "invisible."

Financial advisors are re-evaluating traditional investment approaches for Bitcoin, considering its distinct 4-year market cycle for better client outcomes.
Morgan Stanley's Head of Digital Asset Strategy, Amy Oldenburg, asserts that educating financial advisors is key to mainstream Bitcoin adoption.
Charles Schwab plans to introduce spot cryptocurrency trading, transfers, and custody for its registered investment advisor clients by mid-2027, signaling a major institutional shift.