According to the external media review, encrypted assets have entered the long-term asset allocation of a number of households and even been included in inheritance arrangements, but most traditional wealth advisers still do not provide the relevant services. This gap is affecting the maintenance of relations between consultants and clients.

The survey revealed low participation of consultants

Reference is made to a small-scale survey of the holders of encrypted assets, according to which bitcoin, ETA or Solana were mostly viewed as long-term holding rather than short-term trading tools. In the face of other hot assets, such as AI equities or IPOs, it is the practice of many to focus on wheeling, but to continue holding the original encrypted warehouse.

The survey also revealed that approximately half of the respondents had included encrypted assets in their inheritance or inheritance plans and that some considered future transfers to their children. However, very few people manage this asset through traditional wealth advisers. Only one interviewee indicated that his adviser would directly manage the encryption warehouse.

Clients value tax and trust capabilities more.

According to the article, the respondents ' requirements for consultants were relatively clear and focused on industry experience, privacy understanding, tax processing capacity, hosting arrangements and security. It has been argued that consultants need to truly understand the encryption industry and not only have a traditional financial background.

In the author ' s view, for consultants, the ability to complete the base of the tax, hosting and heritage arrangements for digital assets prior to the discussion of the configuration has become a precondition for entry into the market, rather than an additional service.

Young groups prefer AI tools and family advice

The article also mentions that another informal survey of the 18 to 23 age group shows that this age group gives priority to AI tools and parents rather than traditional counsellors in obtaining financial advice. The reasons include cost, trust and use thresholds.

In the view of this segment of the respondents, the ideal consultant is more like a partner than a one-way speaker. According to this article, future consultancy services may need to include AI tools in the research and communication process if they are to reach out to the encoded population.

Expert question and answer focus long-standing logic

The “expert questions and answers” section of the paper also mentions that, as the digital asset market matures, some investors have moved from short-term speculation to long-term wealth management, focusing more on direct holding, hosting, reporting, inheritance and overall financial arrangements.

In the case of market fluctuations, the experts interviewed stated that negative news tended to reflect short-term sentiment, while long-term results depended more on the fundamentals of the assets themselves. The view was expressed that it was now more important for consultants to help clients distinguish between short-term panic and long-term configuration logic than to adjust decision-making more frequently around headlines.