As momentum for cryptocurrencies and blockchain continues to accelerate, financial advisors must stay ahead of client interest, demand, and questions regarding this rapidly evolving asset class. Understanding the crypto landscape is no longer optional—it’s essential for serving today’s modern investors.
In collaboration with the Financial Planning Association ("FPA") of South Florida, Khelp's founder, Boomer Saraga, led an engaging seminar for a room full of financial professionals eager to expand their crypto expertise.
The 75-minute educational seminar included key topics such as:
Intro to Blockchain - The value proposition behind blockchain technology
Crypto Ecosystem - Leading cryptocurrencies and their market-leading features
Counterparty Landscape for Advisors - Top qualified custodians, TAMPs, tax solutions, and asset managers
Institutional Adoption - Traditional financial titans with new blockchain-based investment products
Regulatory Environment - The President's new Crypto Executive Order and key legislation currently pending in Congress
After partnering with Hudson Wealth in 2024, Khelp looks forward to becoming a trusted partner for traditional wealth managers and financial planners in search of a dedicated crypto sub-advisor and investment manager for their clients.
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About Khelp Financial: Khelp is an investment management and advisory firm dedicated solely to digital assets. Clients gain access to actively managed, crypto model portfolios or customizable strategies through the look and feel of a traditional brokerage account, in addition to crypto advisory, content, education, and resources.
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