Financial Advisors Move to Offer Direct Crypto Ownership as Clients Seek More Control Despite Custody Concerns

Advisors are pivoting to support clients' desire for direct ownership of digital assets. Products to date have not allowed this.

Some clients have gone the self-directed route to directly own crypto outside of advisory relationships.

Custody remains a key concern after failures of centralized platforms.

Advisors can meet client needs by incorporating crypto into financial plans and charging AUM fees.

On-chain, crypto-native clients have the same planning needs as traditional clients.