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Anthropic · Claude ·

Three questions deserve more attention: how client cash is managed

2 min read

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Prepared with Claude (Anthropic) as a drafting tool; content, direction, and review by author.

Key facts

Summary

You’re reading Crypto for Advisors, CoinDesk’s weekly newsletter that unpacks digital assets for financial advisors. 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. As digital money, shifting regulatory requirements and AI-enabled infrastructure mature, advisors need to revisit what legal and regulatory diligence covers.

Read full article at CoinDesk →

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