The Plannex Podcast

← The Plannex Podcast2 okt · 56 min

Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson

Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson2 okt56 min

<p>What should a financial adviser say when a client asks about Bitcoin?</p><p>Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to examine what Bitcoin means for UK financial planning. They discuss the difference between Bitcoin and other cryptocurrencies, the changing regulatory environment and the practical limits advisers currently face. The conversation also explores client retention, intergenerational wealth, self-custody, large Bitcoin holdings and what advice firms can do now to prepare.</p><p>This episode is for educational purposes only and does not constitute financial or investment advice.</p>