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Crafting a Compliant Corporate Crypto Strategy

October 18, 2022 from 2:00 PM to 3:00 PM (ET)

Investor interest in digital assets remains high, despite this year’s market volatility, and this new asset class may represent opportunities for your firm with both new and existing clients. In this revealing session, you’ll discover how your firm can establish a crypto strategy that’s consistent with your corporate culture and compliant with regulations. Ric Edelman, founder of the nation’s largest RIA, will show you how to build a program that meets the needs of compliance, investment management, sales and marketing, and HR teams – critical ingredients to operating in today’s challenging marketplace.

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If you have questions about this webinar or need help registering, please contact Lisa Gillette at lisa.gillette@investmentadviser.org.

Webinar Speakers

Ric Edelman is founder of the Digital Assets Council of Financial Professionals, The Truth About Your Future, and the Funding Our Future Coalition. Multiple trade publications have named him one of the most influential people in the financial planning and investment management profession. Edelman is also a leading financial educator and champion of improving financial literacy. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country, and his show has been on the air for more than 30 years. He taught personal finance for nine years at Georgetown University and is now a distinguished lecturer at his alma mater, Rowan University.

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