Every year, more and more investors are adding crypto assets to their portfolios. Now every investor can explore crypto, tokens, NFT and other assets.

The numbers speak for themselves:

• 89% of crypto asset holders are going to increase their investments.
• Over 50% trade crypto every day.
• 88% already work with investment advisors.
• Even among those who haven’t invested yet, 78% are open to working with an experienced advisor.

Today, clients expect advisors not only to manage portfolios, but also to explain complex topics in plain language, help balance risk and potential profit, and recommend safe investment options - from crypto ETFs to custodial and non-custodial solutions.

What can hold advisors back?

Regulatory uncertainty The rules around crypto assets are constantly evolving. 62% of advisors worry that recommending high-risk assets like Bitcoin might conflict with their fiduciary duties. A fiduciary includes duty of care, loyalty, good faith, confidentiality, prudence, and disclosure.

Knowledge gaps There's so much information about blockchain and assets, and still, many people admit they don’t fully understand them yet. It can be hard to find well-structured, updated and understandable resources. They’re willing to learn, but the flood of information makes it challenging.

Tech and operational barriers Working with crypto assets requires new skills, specialized solutions , and a clear understanding of how to ensure safe storage and compliance with rules.

Reputation risks Half of advisors fear that giving crypto advice could damage client relationships or their professional image.

All these factors raise the question: how to prepare for the new investment reality?

1. Prioritize learning Understanding the tech, the investment landscape, and the regulations is highly essential. In this always-developing field, you need to stay updated, curious and active. Invest in credible courses and reliable sources of information. 2. Use Regulated Investment Vehicles Selecting regulated investment vehicles like crypto ETFs and stablecoins is critical for providing clients with safe access to crypto assets. This ensures safe exposure to the investment landscape without unnecessary risks. 3. Be a risk manager Help the clients to understand the volatility and tailor investments to match their risk profiles. 4. Partner with tech and custody providers Collaboration with specialized service providers and custody service providers can reduce operational risks.

investment advisors are starting to embrace crypto assets, but they still face three big hurdles: regulation, education, and tech. Those who overcome them will be able to offer clients a truly modern, well-rounded investment plans