The following day brings Wealth Management Day, tailored specifically for financial advisors. Sessions will address how high-net-worth individuals can engage with digital assets, how crypto fits into IRA retirement accounts, and how the advisory industry can provide holistic planning around digital holdings — including generational wealth transfer.

Institutional Summit and Wealth Management Day

For the wealth management community, the timing feels urgent.

“I see the crypto space as a great opportunity for the wealth management field,” said Christina Lynn of Mariner Wealth Advisors, who is attending Wealth Management Day for the first time. “Financial advisors are slowly adopting and becoming more familiar with crypto topics, but we are just skimming the surface.”

Lynn warned that advisors who wait too long risk losing clients to a do-it-yourself approach. “Clients and prospects are doing their own crypto investments without an advisor, introducing risks and not integrating with the rest of their portfolio or planning advice,” she said. “If we don’t address this and bring crypto into our fold, it will become a bigger concern.”

Charles Schwab, which is preparing to launch Schwab Crypto for its millions of retail investors, is formally participating in Consensus for the first time this year. “Consensus is one of the most influential annual gatherings of the digital assets community, making it a natural place for Schwab,” said Joe Vietri, head of digital assets at the firm.

‘If you’re not informing yourself, you’re asking to become a dinosaur’

Matthew Tuttle, who leads leveraged ETF issuer Tuttle Capital Management, is coming to Consensus to deepen his understanding of stablecoins and tokenization – technologies he sees as inevitable forces in the fund industry.

“The next big thing is stablecoins, but I have not yet fully wrapped my head around the ‘why and how’ they work,” Tuttle said. “Then there is tokenization, which will affect our industry. I don’t know exactly how yet, but I know I will be talking more about it in five years. If you are an ETF issuer and are not informing yourself about this, you are asking to become a dinosaur.”

Tuttle recently filed to launch the T-Strive Digital Credit ETF (DGCR), managed in partnership with Strive, which will invest in bitcoin treasury firms’ preferred stock – instruments like those offered by MicroStrategy and Strive that yield roughly 10% annually. He intends to pay investors 14% per year.

His conviction in the space has shifted decisively. “There’s so much institutional backing that I don’t see how BTC can go to zero anymore,” he said. “Ten years ago, I’d say it could, but now I’m buying.”

Note: The views expressed in this column are those of the author and do not necessarily reflect those of CoinDesk, Inc. or its owners and affiliates.

AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk’s full AI Policy.

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