5min chapter

Coin Stories with Natalie Brunell cover image

Morgen Rochard: Financial and Estate Planning with Bitcoin for Singles, Couples and Families

Coin Stories with Natalie Brunell

CHAPTER

Self-custodying Bitcoin and the Role of ETFs in Investment

This chapter explores the importance of self-custodying Bitcoin, compares the perspectives of financial advisors on using ETFs versus spot Bitcoin, discusses compliance departments and SEC language, and emphasizes the need for education and independent advice in the financial advisor space.

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