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By 2025, cryptocurrencies have emerged as a major component of investment portfolios. However, many advisors are still behind, and this is really hurting their business.
According to a recent survey, 35% of American investors say they have moved away from advisors who do not provide exposure to cryptocurrencies.
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The growing gap between investors and cryptocurrency advisors
The study “Cryptocurrency and the Future of Wealth” by Zero Hash is based on responses from 500 American investors between the ages of 18 and 40. The family income ranges from $100,000 to more than $1 million.
The report reveals that 61% of American investors are getting older Between 18 and 40 years of age now own digital assets. Among them, 43% allocate 5%-10% of their wallets to cryptocurrencies. In addition, 27% allocate 11%-20%, and 11% reserve more than 20%.
This makes cryptocurrencies popular in the wallets of young people, such as Real estate and much more Popular from hedge funds, art, or collections. However, the report also reveals a growing gap between investor expectations and what traditional wealth managers currently offer.
Despite the rapid increase in adoption, 76% of cryptocurrency investors are bypassing financial advisors and choosing to manage their digital assets themselves. This represents a major shift in the way younger generations are approaching wealth creation, preferring DIY approaches to traditional mentoring.
This gap is no longer just an abstract concern. what is It reshapes investor behavior in real time – with measurable financial consequences for consulting companies.
One of the most impressive results of the study is the amount of asset outflow caused by the lack of support for cryptocurrencies. 35% of investors have already moved money away from advisors who do not offer exposure to cryptocurrencies.
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And this is not a symbolic change in the calculations: more than half of those who leave moved between $250,000 and $1 million. Among high-net-worth customers, the conversion rate increased dramatically, reaching 51%.
The report revealed that “51% of high net worth clients have already moved money due to lack of access to cryptocurrencies (versus 34% of moderate net worth clients). And the money is bigger: many have moved between 500K-1M+. Advisors are not only at risk of losing accounts, they are at risk of losing some of their most profitable relationships.”
Cryptocurrency exposure is now an essential part of building diversified wealth and not just a speculative reward. The study indicates that 71% of investors now allocate between 5% and 20% of their total portfolio to crypto assets.
Participation is growing Quickly, with 84% planning to increase their cryptocurrency holdings in the next 12 months. About half expect these allocations to increase “significantly.” This indicates that digital assets are becoming a long-term structural component of wealth portfolios.
At the same time, trust and security are always essential. Investors say they want the same standards in cryptocurrencies that they expect from traditional wealth management.
These standards include independent audits, transparent reporting, regulated custodians and secured custody. The report shows that 63% would be more Possibility to invest in cryptocurrencies Through an advisor if the assets appear on the same dashboard as their traditional investments. In other words, investors don’t just demand access, they want an integrated, compatible and familiar experience.
Motivating institutions favor this transformation. 82% of investors say they move before… Companies like BlackRock, Fidelity, Morgan Stanley and Robinhood have increased their confidence in the sustainability and adaptability of cryptocurrencies. To the governor giving advice.
ZeroHash reported, “Cryptocurrencies are now a core allocation. Investors, especially the wealthy, are allocating more and not waiting for their wealth managers to catch up. Advisors who provide a perfect experience with transparency and institutional quality care retain high-value clients, gain new clients, and expand assets under management.”
The pressure is now on advisory companies to modernize their offerings or risk losing relevance – and assets – to the platforms and advisors that do.
