SPOTLIGHT

The advisor’s guide to digital assets

Find out more about digital assets and help your clients understand the reality and potential of cryptocurrencies.

Fidelity Distributors Company LLC or FIAM LLC do not offer direct exposure, clearing, or custody of digital assets. Information displayed herein is from various sources, including third parties. These resources are meant to be educational in nature, and not to endorse or recommend any cryptocurrency or investment strategy. Digital assets are speculative, highly volatile, can become illiquid at any time, and are for investors with a high risk tolerance. Investors in digital assets could lose the entire value of their investment.


Interest in digital assets continues to grow

With interest in digital assets amplifying, advisory and wealth management firms may benefit from building familiarity with this evolving asset class. You can help answer client questions by having an informed view of the past, present, and potential future of the overall digital assets ecosystem.

Educational insights: cryptocurrency and more

Many investors and advisors have started to explore how digital assets work, especially those advisors who want to incorporate them into their investment practice. These Fidelity resources can help you expand your knowledge on the subject.
INVESTING IDEAS
Considerations when assessing spot bitcoin ETP's
Key questions to understanding the nuances and unique features of spot bitcoin exchange-traded products (ETPs).
INVESTING IDEAS
When your clients want to talk bitcoin, here’s what to know
As the cryptocurrency matures, investors want to have a better understanding of it. Here are 7 things to inform those conversations.
INVESTING IDEAS
The case for bitcoin
A research-based framework may help investors understand bitcoin’s unique features and risk/return characteristics as an alternative investment within a multi-asset class portfolio, and the potential role of a small allocation.
RESEARCH
NOTE: Ethereum investment thesis
In this piece, we consider how utility translates into value for ether the token.
RESEARCH
NOTE: Revisiting persistent bitcoin criticisms
In this piece, we address common Bitcoin criticisms and misconceptions, some legitimate, some debunked.
Perspective
Bitcoin and digital assets: Understanding the digital ecosystem
As interest in this emerging asset class grows, advisors may want to learn more about what makes bitcoin and other digital assets different.
RESEARCH
Considerations for including bitcoin in investment portfolios
Research from Fidelity Institutional Wealth Adviser evaluates bitcoin's potential benefits and risks, and provides a framework for asset allocation questions.

NOTE: This content was prepared by Fidelity Digital Asset Services, LLC, a limited liability trust company chartered by the New York Department of Financial Services (NMLS ID 1773897).

Insights for your clients

Share these investor-friendly articles with clients who are interested in making cryptocurrency part of their portfolios.
PERSPECTIVE
How bitcoin may impact your portfolio
Evaluating bitcoin's potential benefits and risks.
RESEARCH
Ways to invest in crypto
Learn how crypto investment vehicles work.

Want to know more?

Let's talk about digital assets.

INVESTING IDEAS
When your clients want to talk bitcoin, here’s what to know

As the cryptocurrency matures, investors want to have a better understanding of it. Here are 7 things to inform those conversations

SPOTLIGHT

An advisor's guide to alternative investments

Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.

STRATEGIES
Digital assets

As interest in digital assets grows, explore exclusive insights, resources, and our expanding lineup of investment offerings from Fidelity.