What You Need to Know
- Advisers using the Flourish Crypto platform now have free access to DACFP education courses as part of the new pact.
- Advisor360 ° enhances the ability of heirs to counsel.
- Fintech firm Facet Wealth made four additions to its management team.
Advisors who use the Flourish Crypto platform now have free access to an introductory education course offered by the Digital Asset Finance Professional Council as part of a new pact the company announced Thursday.
Flourish offers turnkey crypto investment solutions, direct ownership for RIA, while DACFP is a crypto education company founded by Ric Edelman, founder of Edelman Financial Engines.
This free course is specifically designed to educate advisors about evolving asset classes and help them become more fluent in bitcoin, blockchain, ethereum and other digital assets.
The course includes 12 short videos, covering topics such as evaluating the role of crypto in client portfolios, compliance, understanding custody and the difference between direct and indirect ownership of crypto. Advisers who take the course earn one and a half CE credits.
Advisors also get a “way to earn” DACFP Certificates in Blockchain and Digital Assets with significant tuition discounts, the company said.
Flourish Crypto currently serves more than 70 RIAs with $ 150 billion in combined assets managed and built on the Flourish Platform, which is used by more than 440 RIAs that manage more than $ 1.4 trillion in combined assets, according to the company.
Advisor360 ° Enhance Receiver Features
Advisor360 ° announced a cross -product improvement for the heir’s capability to counsel on Tuesday.
Advisers who use the Software-as-a-Service provider platform can now view and report clients ’beneficiaries about insurance products, in addition to detention and investment accounts, in a single view, the company said.
“The improved function of integrating beneficiaries across all investment products, including insurance and annuities, eliminates the need to visit multiple websites,” according to the company.
Counselors can view and report on primary, secondary, tertiary and special beneficiary arrangements for policies that are in effect or pending, he said, adding to the preparation of counselor-client meetings.
The company plans to offer new features later this year to eliminate technological hurdles that it says broker-dealers need to address in order to remain competitive.
Wealth Facet Add to Team
The Fintech Facet Wealth company was created four extra to the management team: Mayra Cardoso as head of client experience, Nick Betit as vice president of growth analysis and client experience, Jimmy Ellis as senior director of growth marketing, and Sung Lee as director of acquisitions marketing.
Cardoso previously served as a client portfolio manager at JP Morgan specializing in asset allocation strategies for retirement plans, endowments and foundations.
Prior to joining Facet, Betit led growth analytics at Discovery Education.
Ellis joins Facet with more than 20 years of experience helping the company achieve its aggressive growth goals. He previously served as director of optimization research at MEC Labs and vice president of marketing at Knox Financial.