Sean Waters
@seanwatershz
CDAA™
ID: 1433154223638712322
https://heightzero.co/ 01-09-2021 19:46:27
57 Tweet
106 Followers
283 Following
Coinbase Institutional 🛡️ just released results from their 2022 Institutional Investor Digital Assets Outlook Survey. So what did we learn? 👇 coinbase.com/institutional/…
Recently at PlannerDAO we made some changes to the Certified Digital Asset Advisor application process. 👇👇
.HeightZero is now offering crypto portfolios to its registered investment advisor (RIA) clients through CoinDesk Indices’ Large Cap Select Index. By Jamie Crawley trib.al/nDeHI4n
The SEC's newly proposed changes to advisor custody rules will have a wide ranging effect on the RIA space. Checkout Jesse Hamilton coverage on the potential impacts and how some firms are already responding. Coinbase 🛡️ BitGo Anchorage Digital ⚓️ #sec #regulation #qualifiedcustody
Austin bound next week!!! Looking forward to #Consensus2023 Shoot me a msg if interested in meeting up and learning more about digital asset management for financial advisors and wealth managers. #Consensus2023 #wealthmanagement #financialadvisors #cryptoforadvisors
If you’re a financial advisor, should you use an SMA for crypto? From HeightZero’s Sean Waters, here’s what you should be thinking about before you make that decision trib.al/gb4J5Di
Congrats Mike Taormina and Nathan Howard on the new venture Switchpoint Strategies. The future is bright!!!