Tag Archives: #Crypto

Episode 142 – Building Upon the Foundation of Axos Clearing – With Michael Scaplen

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Michael Scaplen is the Senior Vice President of Sales and Relationship Management at Axos Clearing, a full-service clearing firm focused on the success of their introducing broker-dealer and registered investment advisor correspondents.

In this podcast, Doug and Michael discuss the successful year Axos Clearing has accomplished and the biggest trends seen in the clearing world and their impacts. 

They also discussed:

  • How the 2022 clearing trends impacted broker-dealers
  • How Axos Clearing balances providing great service, growing its business, and maintaining profitability
  • What the clients are asking for
  • The future in this world as it becomes centered around immediate satisfaction
  • Approaching industry regulations
  • Axos Clearing’s cautious lean into crypto
  • The achievements of Axos Clearing’s successful year and what’s in store for the future

Resources: 

Axos Clearing

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Episode 124 – NYC Pop-Up Podcast: The High Pressures of Managing High Incomes – With Vicki Greene

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Vicki Greene is the Chief Investment Officer at G Squared Private Wealth. G Squared creates customized boutique private wealth and an experience that provides safe and steady investing through smart planning. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Vicki discuss the business of investment planning for the ultra high net worth and the pressures that follow.

They also discussed: 

  • The most unique aspects of working with the ultra high net worth
  • Why the choice of this more intensive business and market
  • How to structure the workload and staff to be as efficient as possible
  • How to approach building portfolios for the high net worth
  • Tips for multi generational families and the importance of financial education for the younger members
  • The conversations with clients about crypto
  • The biggest challenges clients are facing right now 
  • The position of being a CIO and its pressures
  • The future of G Squared

Resources: 

G Squared Private Wealth



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Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals.  In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it.

  • When an ordinary investor should consider cryptocurrency
  • How crypto is currently regulated
  • Basics of decentralized finance (DeFi)
  • What a Bitcoin ETF would mean to the market
  • What’s going on with NFTs
  • What Matt sees coming next

Resources: Bitwise | Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals

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