Bridging the Gap Between Wealth Advisors and Digital Assets

Sep 26, 2023

Ask episode

Chapters

Transcript

Episode notes

Bridging the Gap Between Wealth Advisors and Digital Assets

It’s no secret the biggest institutional investors are jumping into digital assets and tokenization of real world assets, but how do Wealth Management Advisors keep up?

In this episode, Ian Andrews speaks to Sarah Morton (Chief Strategy Officer) and Hashim Mitha (Chief Executive Officer) of MeetAmi, who started their cryptocurrency journey in the bitcoin mining industry before providing education, tools, and services to enable wealth managers and advisors to invest in digital assets.

They emphasize the importance of education for advisors, in order to make recommendations to their clients and the need for regulatory clarity in the industry.

The conversation goes deep into real world asset tokenization and decentralized finance while highlighting the importance of due diligence when dealing with investors and what the future of wealth management in the digital asset space will look like.

Minute-by-minute episode breakdown

(2:23) - How the MeetAMI founders were introduced to digital assets via mining
(5:18) - Overview of MeetAmi's platform and digital services to wealth advisors
(10:20) - The future of real world asset tokenization and blockchain technology
(15:06) - Challenges with lack of regulatory clarity in the US crypto market and comparison to Canada
(17:25) - Morningstar partnership and AmiLearn educational platform
(22:02) - Importance of education and understanding risk for advisors entering into digital assets
(29:25) - Experience building in a crypto down market and advice for founders
(34:18) - The hybrid future of tokenization and DeFi in the wealth management ecosystem

Related resources

Check out more resources provided by Chainalysis that perfectly complement this episode of the Public Key.

Speakers on today’s episode

Ian Andrews * Host * (Chief Marketing Officer, Chainalysis)
Sarah Morton (Chief Strategy Officer, MeetAmi)
Hashim Mitha (Chief Executive Officer, MeetAmi)

This website may contain links to third-party sites that are not under the control of Chainalysis, Inc. or its affiliates (collectively “Chainalysis”). Access to such information does not imply association with, endorsement of, approval of, or recommendation by Chainalysis of the site or its operators, and Chainalysis is not responsible for the products, services, or other content hosted therein.

Our podcasts are for informational purposes only, and are not intended to provide legal, tax, financial, or investment advice. Listeners should consult their own advisors before making these types of decisions. Chainalysis has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material.

Chainalysis does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material.

Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Chainalysis. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Chainalysis employees are those of the employees and do not necessarily reflect the views of the company.