In today’s newsletter, Beth Haddock reviews the three due diligence questions advisors should be asking in 2026: how client cash is managed, how regulatory assumptions should be disclosed and how to manage liability when AI executes crypto trades.
Then, in “Ask an Expert,” Aaron Brogan reviews the GENIUS Act implementation timeline, how things will change once it’s here and what to do in the meantime.
Crypto due diligence has changed: three questions advisors should revisit
As digital money, shifting regulatory requirements and AI-enabled infrastructure mature, advisors need to revisit what legal and regulatory diligence covers. The objective is practical: meet fiduciary duties, protect client trust and adapt as the…
