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There's no doubt that the crypto space is experiencing explosive growth even with the latest volatile upheaval. However, this growth is happening away from traditional financial advisers. With platforms like Uniswap, Coinbase, Robinhood, and Metamask, you don't need permission to get started. Everything you need is right in the palm of your hand. Right on your phone. Permissionless! This makes it easier than ever for people to self custody. You don’t need to go through an adviser, firm or any traditional financial arm to get started with crypto. With more people participating, the crypto community can continue to build a better decentralized and inclusive world however the wealth management space needs to participate if it wants to remain relevant!“On Purpose” host Tyrone Ross shares his thoughts and new found data from what came out of the biggest DeFi conference of the year; Blockworks Permissionless 2022. -Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso . Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What we are seeing now in the markets and in crypto needs to happen. It is no surprise that bitcoin is weathering the storms in its way. The cryptocurrency was created to be an alternative currency, and it's doing just that – providing stability during times of economic chaos, withstanding everything from pandemic to worries over supply chain interruptions and market volatility. This is what everyone asked for: a bitcoin track record. “On Purpose” host Tyrone Ross provides his “two satoshis” on the current market climate, the uproar over Coinbase’s disclosure report, stablecoins, NFTs and a set of data points after visiting the 2022 Tiburon CEO Summit Conference in New York. There is $12 trillion in self-directed investment that is vulnerable, and Fidelity and Schwab each have four of them. Yet venture capital as a whole does not seem to take the opportunity that its power can reach – that GenX has locked up for themselves! A MASSIVE chance exists where there could be wealth management services offered to those who were born between 1965 - 1985: They will save more, inherit more and invest more than baby boomers and millennials combined; yes you read correctly! And this would create an excellent moment if done right.Who doesn't love a good challenge? Tyrone is offering up his listeners some tough choices in this week's podcast. He suggests that you learn about self-custody and REHYPOTHECATION in what he likes to say  “Not your keys, not your cheese.”-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso . Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“On Purpose” host Tyrone Ross provides a high-level overview of NFTs for financial advisers. He covers big players like NBA Top Shot and Bored Ape Yacht Club, platforms to pay attention to and financial trends in the NFT space.-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“On Purpose” host Tyrone Ross provides a set of data points that he believes every financial adviser and client should know. Ranging from blockchain gaming trends, large trades in bitcoin and publicly traded companies with crypto, this data helps to provide insights into regulation, custody and volatility concerns that advisers may hold.-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of “On Purpose,” host Tyrone Ross recounts his experiences at the Exchange ETF Conference in Miami. He notes the extensive crypto coverage at different panels, focusing on the promises of the technology and the hurdles that need to be overcome before advisers are ready to integrate crypto into their practice.-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“Crypto is inherently diverse. Representative, equitable, fair, this is what people care about. This is why they are driven to it.”The accessibility of crypto is driving many first-time investors to crypto instead of traditional markets. On this episode of “On Purpose,” host Tyrone Ross explains the importance of comprehensive financial education and the best techniques to help those first starting in investing. He then provides insights into the Ariel-Schwab Black Investor Survey 2022, released this month.Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“I get that some advisers don't believe in [crypto]. But that doesn't mean that you don't learn about it,” says guest Treyton DeVore.AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests. What should advisers need to know to best serve these clients?Crypto is a financial vehicle as much as it is an identity to some younger clients. Non-fungible tokens (NFT), decentralized autonomous organizations (DAO) and altcoins are blending finance with community in a new way to which advisers will need to adapt. The guests have developed a strategy for “meeting clients where they’re at” by integrating education into a comprehensive advising experience.-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15  to get 15% off your GA and Pro pass at coindesk.com/consensus2022.-This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thejas Nalval, co-founder and chief information officer of Parataxis Capital, joins today’s episode of “On Purpose” with host Tyrone Ross. Nalval explains his journey from equity trading at Goldman Sachs (GS)  to founding an investment firm focused solely on the digital asset sector.Crypto is developing an asset class pertinent to deviations in both strategy and behavior from what traditional investors might be used to. Nalval dives into benchmarks and strategies that investment managers can benefit from while exploring digital assets.After seeing crypto’s strong performance this quarter compared with traditional assets, Nalval believes more institutional investors might be enticed to add crypto to their portfolios in the coming months. How should advisers and investment managers prepare for this incoming institutional wave?-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15  to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The transparency inherent in the crypto industry makes it easy for advisers to see all the inner workings of crypto assets. But seeing all that complexity can at times be overwhelming, and not always useful to the adviser. Is there a way to simplify the behind the scenes of clearing and settling crypto transactions?Rosario Ingargiola, CEO of decentralized financial markets infrastructure company Bosonic, joins “On Purpose” with Tyrone Ross to explain how to make crypto investing and trading more approachable for those familiar with traditional asset classes. Tools are being built to make sure advisers can access the best pricing and execution for their crypto assets, without the need for advisers to worry about the intermediate steps.Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Joining “On Purpose” with host Tyrone Ross are Steve Larsen and Adam Blumberg. The pair founded PlannerDAO, a decentralized autonomous organization (DAO) for financial service professionals.The guests assess how far the wealth management industry has come in terms of embracing crypto and what barriers need to be overcome before mass adoption. Larsen and Blumberg believe that education for financial advisers on crypto topics is crucial. They’ve taken it even one step further and created a certification designation, the certified digital asset adviser, managed entirely by PlannerDAO. What are the benefits and challenges of running a certification through a DAO?Consensus 2022, the industry’s most influential event, is happening June 9–12 in Austin, TX. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15  to get 15% off your pass at coindesk.com/consensus2022.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The much-anticipated executive order from U.S. President Biden’s administration outlining an approach to crypto regulation arrived this month. As Tyrone Ross puts it, the order is “all bark and no bite,” and a promising step forward for increased regulatory clarity without excessive restrictions.On this episode of “On Purpose,” Ross dives into a regulatory-themed update for those in the wealth management industry. Ranging from Biden’s crypto executive order to the Securities and Exchange Commission’s (SEC) recent comments on the custody rule, Ross explains what is changing and how it will affect advisers.Ross sorts through the nuances within the executive order’s outlined approach to regulating digital assets, highlighting the most important takeaways for advisers. Ross also recaps comments from the Department of Labor about crypto in retirement accounts. Lastly, Ross explores the SEC’s most recent discussion on custody rules and how it would change crypto advising.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Managing digital assets comes with unique challenges that do not arise in traditional assets. What are the biggest differences, and how can asset managers prepare for them?On this episode of “On Purpose” with Tyrone Ross, Mikael Johnson of accounting firm KPMG explains the unique aspects of digital assets that directly affect a wealth manager. He addresses some of the findings in KPMG's recent report “Crypto as an Asset Class: What Asset Managers Should Know Before Going Crypto.”Johnson helps to answer pressing questions for asset managers looking to get into crypto, like how to define appropriate cutoff times and how to vet custodians. What needs to happen in the crypto industry before mass adoption can take place?This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“There are millions of people who want to invest and want to get started in crypto. They just need the right set of tools to do it.”Michael Doniger of MoneyLion joins “On Purpose” host Tyrone Ross to emphasize the importance of education, access and tools for financial services. MoneyLion, a platform to help navigate finances, strives to create products to help all Americans have access to budgeting and investing services.Apps and online services are popping up to provide a new data-driven style of advising. Are these tools the future of investment advice?This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“They all want to know, what can they do? How can they do it? Is there an easy way to do it? What's the best step?”On this episode of “On Purpose,” host Tyrone Ross takes a look into the current wealth management landscape from the perspective of all types of advisers including Registered Investment Advisors, independent broker-dealers, wirehouses, banks and more. Education, access and tools for crypto are critical for advisers as clients increasingly have an interest in crypto.When and how will the wealth management, asset management and banking industries make big moves into crypto? Listen for insights into the inflection points Ross is looking for in the next few months.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Non-fungible tokens (NFT). Decentralized Finance (DeFi). Decentralized applications (dapp). Stablecoins. What do all of these terms mean, and why might clients be interested in them?While the ETHDenver conference takes place, host Tyrone Ross takes this episode of “On Purpose” as an opportunity to help bring advisers up to speed on all things Ethereum. If they do not already, clients will soon have some form of Ethereum assets in their portfolio. What wallet will they be using? Why does it matter? What is yield farming and staking? What is the difference between tokens and coins?Though advisers do not need to understand every line of code, an adviser must be conversant with the terminology of the space in order to best serve clients. Listen for a brief rundown on Ethereum.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“The market will go up and down, but I am going to be here.”Jeff Garzik has been a prominent figure in the crypto industry for a long time, starting with his involvement as an early Bitcoin Core developer to his work with Vesper today, aiming to create a safe and secure gateway experience for new users to decentralized finance (DeFi). He has also expanded his efforts towards a TV show in the works, building houses and founding a trucking startup.On this episode of “On Purpose,” Garzik joins host Tyrone Ross for a wide-reaching conversation on the current state and future of the crypto industry from DeFi to non-fungible tokens (NFT) to Web 3. Garzik previously joined the show in November, where he discussed his career changes and Bitcoin’s evolution over the years.How will advisers and clients interact with their money in the future? Will NFTs continue to grow as an investment class? How will DeFi change the financial landscape? Through the transformations and ups and downs of the crypto industry, Garzik is certain he'll stay to see it all and work to keep innovating new solutions.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“I think getting smart on crypto is one of the biggest business development opportunities for advisers of the next handful of years.”Joining “On Purpose” host Tyrone Ross is Matt Hougan, CIO of crypto asset manager Bitwise. Hougan and Ross discuss Bitwise and ETF Trend’s joint benchmark survey of adviser attitudes towards the crypto asset class. The report surveyed over 600 advisers and revealed key indicators of the Registered Investment Advisor (RIA) industry’s perceptions of crypto. How many advisers have personal crypto holdings? Why is there a discrepancy between advisers’ personal holdings and client allocations in crypto? What factors are holding advisers and investors back?Adviser engagement with crypto assets is on the rise, but client involvement is lagging behind. Continued education is key to relieving concerns on regulation, volatility and more surrounding crypto.Retail and institutional investors alike have a significant presence in crypto. Will 2022 finally be the year the RIA industry joins them?This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It’s time for the wealth management industry to pay attention to the exploding ecosystem of stablecoins. At the same time, host Tyrone Ross explains: “Advisers just can’t jump into this stuff without knowing the counterparty risk, smart contract risk and understanding all of the things that come along with DeFi.”This episode of “On Purpose” serves as a primer on stablecoins for financial advisers. What are they and where do they fit into the wealth management space? What are the biggest stablecoins on the market today? Where does regulation on decentralized finance stand and what are the associated risks and rewards for clients?As stablecoins become an attractive option for clients, the Registered Investment Advisor (RIA) industry needs to adapt in order to integrate this new technology into the existing infrastructure. Advisers need to educate themselves today to prepare for a future filled with stablecoins.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“By the end of the year, all of the notable RIAs in this space are going to be in. I don’t necessarily mean allocating, but just doing something whether it’s education, webinars, tax planning, estate planning."In this episode of “On Purpose,” host Tyrone Ross dives into his predictions for crypto and the wealth management industry in 2022. Perhaps this will be the year for regulation in areas like stablecoins, investor protections and securities designations. How would this change the role of the Registered Investment Advisor (RIA)?RIAs will need to stay knowledgeable in areas like Web 3, play-to-earn and the metaverse as associated crypto technologies and assets continue to develop. In 2022, it will no longer be possible for advisers to ignore the crypto industry. Ross highlights the most important areas to pay attention to as the year progresses.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our Theme song is Walk With Swag.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“Onramp does write three things: education, access and tools. ‘E.A.T.,’ we help the RIA space eat.”In this second part of “On Purpose” host Tyrone Ross’ state of the union episode, Ross explains how Onramp aims to help registered investment advisors (RIAs) integrate crypto into their services by providing education, access and tools. As crypto as an investment class quickly becomes too big to ignore, advisers need to understand how the introduction of crypto alters the core four topics that RIAs need to keep in mind: risk tolerance, investor policy statements, financial planning and estate planning.This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl.  Our Theme song is Walk With Swag with an added tune by Sam Barsh.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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