Digital assets: what advisors really think
Exclusive insights on how leading advisors are balancing client demand with fiduciary duty in the digital asset era. We conducted a survey of 251 registered investment advisors to explore the evolving landscape of digital assets wealth management.
Advisors are seeing a dramatic shift in client attitudes, navigating reputation risks, and redefining their value in a changing market.
Key Insights
85%of advisors saying U.S Presidential election impacted how they guide clients on portfolio diversification. Advisors are now revisiting strategies to align with changing market dynamics.
80%of advisors report increased client enthusiasm for digital assets, many advisors still remain cautious.
55%of advisors worry about how recommending digital assets affects their standing among colleagues.
Source: CoinShares Advisors Survey, 2025
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the full report
This survey provides a comprehensive look at how financial advisors are navigating the complexities of digital assets in 2024. Whether you’re an advisor, firm leader, or industry enthusiast, this report is your guide to understanding the trends, challenges, and opportunities shaping the future.
This research is exclusively available to financial professionals for a limited time
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