Digital Asset Allocations Continue to Grow in Client Portfolios, DACFP Survey Finds
Financial advisors are increasingly incorporating digital assets into client portfolios, according to the Q3 2024 Advisor Pulse Survey by DACFP and Franklin Templeton Digital Assets. 19% of advisors report that over half their clients own digital assets, up from 15% in Q2 2024, while those reporting no client crypto ownership dropped to 3% from 8%.
Key findings show that 70% of advisors have recommended crypto to 10% or more of clients, with 26% recommending 2% allocations and 22% suggesting 5% allocations. Among advisors not yet recommending crypto, 56% plan to do so, with half of those planning to begin within six months. The survey included 619 financial professionals, with 83% having over 10 years of industry experience.
Gli consulenti finanziari stanno sempre più integrando attivi digitali nei portafogli dei clienti, secondo il sondaggio Q3 2024 Advisor Pulse condotto da DACFP e Franklin Templeton Digital Assets. Il 19% dei consulenti riporta che oltre la metà dei loro clienti possiede attivi digitali, in aumento rispetto al 15% del Q2 2024, mentre quelli che dichiarano di non avere alcun cliente con proprietà di criptovalute sono scesi al 3% dal 8%.
I risultati principali mostrano che il 70% dei consulenti ha raccomandato criptovalute al 10% o più dei clienti, con il 26% che consiglia allocazioni del 2% e il 22% che suggerisce allocazioni del 5%. Tra i consulenti che non raccomandano ancora le criptovalute, il 56% prevede di farlo, con la metà di loro che intende iniziare entro sei mesi. Il sondaggio ha coinvolto 619 professionisti finanziari, di cui l'83% ha oltre 10 anni di esperienza nel settore.
Los asesores financieros están incorporando cada vez más activos digitales en las carteras de sus clientes, según la encuesta Q3 2024 Advisor Pulse realizada por DACFP y Franklin Templeton Digital Assets. El 19% de los asesores informa que más de la mitad de sus clientes poseen activos digitales, un aumento respecto al 15% del Q2 2024, mientras que los que reportan no tener clientes con propiedad de criptomonedas han caído al 3% desde el 8%.
Los hallazgos clave muestran que el 70% de los asesores ha recomendado criptomonedas a el 10% o más de sus clientes, con un 26% recomendando asignaciones del 2% y un 22% sugiriendo asignaciones del 5%. Entre los asesores que aún no recomiendan criptomonedas, el 56% planea hacerlo, y la mitad de ellos planea comenzar en seis meses. La encuesta incluyó a 619 profesionales financieros, con el 83% teniendo más de 10 años de experiencia en la industria.
재정 상담사들이 고객 포트폴리오에 디지털 자산을 점점 더 많이 포함시키고 있다고 합니다. 이는 DACFP와 Franklin Templeton Digital Assets의 Q3 2024 Advisor Pulse 설문조사에 따른 것입니다. 19%의 상담사들은 고객의 절반 이상이 디지털 자산을 소유하고 있다고 보고하며, 이는 Q2 2024의 15%에서 증가한 수치입니다. 고객이 암호화폐를 소유하지 않는다고 응답한 비율은 8%에서 3%로 줄었습니다.
핵심 발견에 따르면, 70%의 상담사들이 10% 이상의 고객에게 암호화폐를 추천했으며, 26%는 2%의 할당을, 22%는 5%의 할당을 제안했습니다. 아직 암호화폐를 추천하지 않는 상담사들 중 56%는 추천할 계획이 있으며, 그 중 절반은 6개월 이내에 시작할 계획입니다. 설문조사에는 619명의 재정 전문가가 포함되었으며, 그 중 83%는 업계에서 10년 이상의 경험이 있습니다.
Les conseillers financiers intègrent de plus en plus d'actifs numériques dans les portefeuilles de leurs clients, selon l'enquête Advisor Pulse Q3 2024 menée par DACFP et Franklin Templeton Digital Assets. 19% des conseillers rapportent que plus de la moitié de leurs clients possèdent des actifs numériques, en hausse par rapport à 15% au Q2 2024, tandis que ceux qui n'ont aucun client possédant des cryptomonnaies sont tombés à 3% contre 8%.
Les résultats clés montrent que 70% des conseillers ont recommandé des cryptomonnaies à 10% ou plus de leurs clients, avec 26% recommandant des allocations de 2% et 22% suggérant des allocations de 5%. Parmi les conseillers qui ne recommandent pas encore les cryptomonnaies, 56% prévoient de le faire, dont la moitié d'entre eux compte commencer dans les six mois. L'enquête a inclus 619 professionnels de la finance, dont 83% ont plus de 10 ans d'expérience dans le secteur.
Finanzberater integrieren zunehmend digitale Vermögenswerte in die Portfolios ihrer Kunden, so die Advisor Pulse Umfrage Q3 2024 von DACFP und Franklin Templeton Digital Assets. 19% der Berater berichten, dass über die Hälfte ihrer Kunden digitale Vermögenswerte besitzt, ein Anstieg von 15% im Q2 2024, während der Anteil der Berater, die keine Kunden mit Krypto-Besitz melden, auf 3% von 8% gesunken ist.
Wichtige Erkenntnisse zeigen, dass 70% der Berater Krypto an 10% oder mehr ihrer Kunden empfohlen haben, wobei 26% 2% Allokationen und 22% 5% Allokationen vorschlagen. Unter den Beratern, die Krypto noch nicht empfehlen, planen 56%, dies zu tun, wobei die Hälfte von ihnen plant, innerhalb von sechs Monaten zu beginnen. Die Umfrage umfasste 619 Finanzfachleute, von denen 83% über 10 Jahre Branchenerfahrung verfügen.
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Q3 2024 Advisor Pulse Survey by DACFP and Franklin Templeton Digital Assets reveals that
The comprehensive survey of 619 financial professionals reveals continued acceleration in crypto investment recommendations and allocations. In the Q2 2024 survey, only
"The data show a clear shift in how financial advisors view digital assets as part of their clients' portfolios," said DACFP Founder Ric Edelman, CBDA. "More advisors are recommending crypto, and they're increasing their recommended allocations. Both are signs of growing confidence in this asset class."
Key findings include:
70% of advisors have recommended crypto to10% or more of their clients- The most common recommendation is a
2% allocation (by26% of advisors), followed by a5% allocation (22% of advisors) - Among advisors not yet recommending crypto,
56% plan to do so, with more than half of them (28% ) saying they'll begin within the next six months 30% of advisors who plan to allocate to crypto in the future anticipate recommending5% allocations. Another22% of advisors plan to recommend2% allocations
"Digital assets are an increasingly important component of what we call portfolios of the future," said Sandy Kaul, Head of Franklin Innovation Research Strategies and Technology at Franklin Templeton. "With clients increasingly adding exposure to the asset class, advisors will need to continue to utilize educational resources that allow them to keep a strong pulse on the market as it evolves."
To support advisors in this rapidly evolving space, DACFP and Franklin Templeton have partnered to offer "Blockchain, Bitcoin, and Beyond," an educational course providing foundational knowledge for financial professionals looking to incorporate digital assets into their practice.
Methodology
The survey was conducted between July and September 2024, with 619 financial professionals participating. Of the respondents,
For detailed survey findings, visit https://dacfp.com/further-reading/.
About DACFP
Founded by Ric Edelman, the Digital Assets Council of Financial Professionals is the leading provider of crypto education. DACFP connects the financial services industry and digital assets communities with leading experts via live and online events, webinars, blogs and other educational content. Its flagship program, the Certified in Blockchain and Digital AssetsSM, is the first and largest certification program of its kind—an online self-study program featuring a world-class faculty and 18 Continuing Education credits. Thousands of financial professionals from 37 countries have enrolled.
About Franklin Templeton Digital Assets
Franklin Templeton Digital Assets has been active in the digital asset ecosystem since 2018, building blockchain-based technology solutions, developing a range of investment strategies, and running node validators. Franklin Templeton Digital Assets' dedicated digital assets research team leverages fundamental "tokenomic" analysis, insights from an embedded data science team, and deep industry connections to help inform product development and investment decisions. For more information, please visit Franklin Templeton Digital Assets and follow the team on X.
Franklin Templeton Digital Assets is a part of Franklin Resources, Inc. [NYSE: BEN], a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton's mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the
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SOURCE Digital Assets Council of Financial Professionals
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