Eric C. Jansen

Guiding HNW Clients On Blockchain Investment Options

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Advisors should keep in mind that advising clients on blockchain investing requires a great deal of effort to stay current.

Assessing Clients’ Tax Liability For Cryptocurrency

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Here are some general rules of thumb that advisors can offer concerning cryptocurrency taxation.

The Convergence Of Blockchain And Online VR Retailing

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Developers are working on applications to meld blockchain tech with VR.

How Blockchain Will Transform Advisory Services

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Advisors would be well advised to start learning about concepts underlying blockchain and its evolving applications.

5 Bitcoin Talking Points To Prepare For Clients’ Questions

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Clients need some basics about what bitcoin is and how it works.

Boosting Advisor Productivity With Technology

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With narrowing margins and shrinking commissions, many advisory firms are looking for new ways to increase efficiency.

Changing From Commission To Salary

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Why AspenCross Wealth Management fundamentally changed its business model.