Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. 

Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing role of cryptocurrency within financial and retirement planning. They specifically focus on:

• Where are we now in the professionalization of cryptocurrency
  
• What role crypto could – and should – play in client portfolios
  
• What options are available for financial advisors to consider
  
• How current events are markets are creating new opportunities with Crypto and cash management
  

Connect with Mark Bruno:

• WealthManagement.com
  
• LinkedIn: Mark Bruno
  
• Twitter: Mark Bruno
  
• LinkedIn: Informa
  

Connect with Ben Cruikshank:

• LinkedIn: Ben Cruikshank
  
• Flourish
  

About Our Guest:

Ben Cruikshank is the Head of Flourish and leads the Client Strategies organization, including sales, marketing and support. Ben is a frequent commentator on issues related to investment advisors and crypto and has appeared in the Wall Street Journal, Barron’s, Marketwatch, and numerous industry publications. Prior to Flourish, Ben worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team.