Tuesday Sep 26, 2023

Bridging the Gap Between Wealth Advisors and Digital Assets

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

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Speakers on today’s episode

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