Digital Assets Council of Financial Professionals

Your clients aren't just asking about bitcoin anymore. They want to know about staking, yield, borrowing against crypto and custody options for their portfolio. If you're not sure how to answer, this is the conversation for you. On May 26, Ric Edelman sits down with Bill Barhydt, CEO of Abra – a crypto pioneer who gave the first TED Talk on Bitcoin in 2012 – to walk through the full landscape of digital asset strategies advisors need to understand in 2026. Topics include crypto custody, yield, staking, borrowing and lending, and the fastest-growing financial products in this space. Free to attend. Earn 1 CE credit. 🔗 Register now: https://lnkd.in/eX-yqpUS

We're excited to welcome Cathie Wood to Crypto Convergence as a keynote speaker. As Founder, CEO & CIO of ARK Investment Management LLC, Cathie has spent more than 40 years identifying and investing in disruptive innovation – from AI and genomics to blockchain and digital assets. ARK is one of the most recognized active investment managers in the world, and Cathie is one of the most influential voices on the future of technology and finance. The opportunity to hear her perspective on where digital assets are heading is not one you'll want to miss. 📅 June 8–10, 2026 | Omni Frisco Hotel at The Star | Dallas, TX Crypto Convergence is the longest-running digital assets investment conference exclusively for financial professionals and accredited investors. 👉 Register now: https://hubs.li/Q04dWRY90 CFP/IWI/CFA CE credits available.

What's your time actually worth? Crypto Convergence draws the most serious minds in digital assets – regulators, researchers, advisors and innovators – all in one room. The networking alone is worth the trip. The content makes it essential. June 8–10 · Dallas. 🔗 https://hubs.li/Q04bfztb0 CFP/IWI/CFA CE credits available. #CryptoConvergence #DigitalAssets #FinancialAdvisors #Crypto #DACFP

The stablecoin market cap hit $300 billion in 2025 – up 49% in a single year. That growth isn't happening in isolation. It's part of a broader infrastructure shift that includes JPMorgan's new tokenized money market fund on Ethereum, BlackRock's $2 billion tokenized fund, and Goldman Sachs tokenizing money market shares with BNY Mellon. This is no longer experimental. Major financial institutions are moving billions of dollars onto blockchain-based settlement rails because the economics are compelling: faster settlement, lower costs, increased liquidity. But for financial advisors, the question isn't whether tokenization is real – it clearly is. The question is: what does this mean for client portfolios and practice management? Join Ric Edelman, Founder of DACFP, and Matthew Hougan, CIO of Bitwise Asset Management, for a practical discussion on tokenization and stablecoins. You'll learn what's driving institutional adoption, how big this market could get, and what advisors need to do to prepare. May 12, 2026 | 2-3pm ET | Free | 1 CFP CE credit Register: https://hubs.li/Q04dBGQh0

We're excited to welcome Thomas (Tom) Lee to #CryptoConvergence as a keynote speaker. As Co-Founder and Head of Research at Fundstrat Global Advisors Tom Lee is one of the most closely followed voices on Wall Street. He brings 25+ years of equity research experience, has been top-ranked by Institutional Investor every year since 1998 and served as J.P. Morgan's Chief Equity Strategist for seven years before co-founding Fundstrat. If you want to understand where the markets – and digital assets – are heading, this is the conference to be in the room for. 📅 June 8–10, 2026 | Omni Frisco Hotel at The Star | Dallas, TX Crypto Convergence is the longest-running digital assets investment conference exclusively for financial professionals and accredited investors. 👉 Register now to join us: https://hubs.li/Q04dB1c20 CFP/IWI/CFA CE credits will be available

92% of advisors are getting client questions about crypto in retirement portfolios. That number should tell you something. According to Ric Edelman, advisors who are permitted to allocate are routinely recommending 1% to 5%, and he believes that within two years, crypto will be a routine allocation at every RIA and brokerage firm. The conversation is already happening with your clients. Read the full ThinkAdvisor piece: https://hubs.li/Q04dmnG60

What if three days could genuinely change how you think about digital assets? Not just new talking points – but a fundamentally different understanding of where this space is headed and what it means for your clients' financial futures. That's what advisors walk away with from Crypto Convergence. June 8–10 · Dallas. CFP/IWI/CFA CE credits will be available 🔗 https://hubs.li/Q04bgnzX0 #CryptoConvergence #DigitalAssets #FinancialAdvisors #Crypto #DACFP #RicEdelman

Thousands of financial professionals from 37 countries have earned the Certified in Blockchain and Digital Assets designation. Here's why: Institutional adoption has expanded. Digital assets are appearing in diversified portfolios. Clients are asking advisors for guidance on crypto in the context of retirement planning, tax planning, and estate planning. Advisors need structured knowledge to respond confidently. The CBDA is listed in FINRA's database of professional designations. It has become the professional standard for demonstrating fluency in digital assets. Learn more: https://hubs.li/Q04ddxNJ0

Here's a question worth asking: Why are JPMorgan, Goldman Sachs, and BlackRock – institutions that move slowly and don't take unnecessary risks – suddenly racing to tokenize everything? The answer: the economics are too compelling to ignore. Tokenization reduces settlement times from days to minutes. It cuts costs dramatically. It opens up liquidity in previously illiquid assets. And it fundamentally changes how money moves through the financial system. But here's what matters to financial advisors: this isn't just an institutional story anymore. Your clients are going to hear about tokenization and they're going to ask you what it means for their portfolios. Join Ric Edelman, Founder of DACFP, and Matthew Hougan, Chief Investment Officer at Bitwise Asset Management, for a conversation on tokenization and stablecoins. May 12 | 2-3pm ET | Free | 1 CE Register: https://hubs.li/Q04cLpp20 Are your clients asking about tokenization yet? Let us know in the comments. #financialplanning #tokenization #blockchaintechnology #wealthmanagement

I’m excited to be Founding Head of Rowan University’s new School of Financial Planning, in partnership with Edelman Financial Engines. We’re offering a minor, major and master’s, and we plan to produce more CFP-ready graduates than any other college in the country. Just in time, too. Every day, 12,000 Americans turn 65 – creating a shortfall of 100,000 advisors by 2035. We’ll also make sure our new advisor corps is more diverse, compared to today’s, which is 80% white and 70% male. A more diverse advisor corps can more effectively serve the diverse communities that make up our nation. The need for more advisors is huge: Fewer than 200 colleges and universities offer financial planning degrees – compared to 1,500 offering business, accounting, finance and marketing degrees. The result? Last year, 268,000 seniors graduated with those degrees. But financial planning? Barely 4,000 students got that degree. It’s ironic, because financial planning is a far better career choice. Financial planning offers abundant job opportunities, is far less threatened by AI, offers some of the best compensation of any career in America, and can be performed anywhere. But the best reason financial planning is a great career is because of the people we serve, the lives we improve, the families we help. And help is exactly what families need today. Most adults can’t correctly answer half the questions on a financial literacy quiz; they don’t understand inflation, diversification or compounding. No wonder they make bad financial decisions! Only 70% of workers participate in their retirement plan, and most don’t contribute enough or choose the right investments – so almost all of them enter retirement with far less money than they need. The result: 65+ is the fastest-growing age group for bankruptcy filings. All because most Americans lack a financial planner. In fact, only 21% of adults have a written financial plan. No wonder most Americans are failing financially! Clearly, we need more financial planners to help us end our nation’s retirement readiness crisis. And now, Rowan University is part of the solution, in partnership with Edelman Financial Engines, the firm Jean and I founded 40 years ago, now serving 1.3M households. Rowan students who become financial planners will change the lives of the people they serve – and they’ll be serving our nation at the same time. I’m proud of the generous support of Edelman Financial CEO Ralph Haberli and the board. Through the Rowan University School of Financial Planning, we will lead the nation in efforts to create the next generation of financial planners, we will encourage other universities to partner with us, and we will foster financial literacy throughout our community and the country. I’m proud to be leading this important initiative. Want to get involved? Ping me at edelmanr@rowan.edu ! #college #RowanU #thetruthaboutcollege #financialplanning #personalfinance #financialliteracy #financialeducation #CFP