Access to vast amounts of financial information and economic data has gone a long way toward democratizing the ability to participate in the investment advisory sector. Large financial institutions, however, continue to hold a persistent advantage over small and mid-sized advisors when it comes to offering highly-customized research and analysis to their clients.

A September 2021 survey of 251 CFOs and other finance leaders revealed that 47% intend to assess digital currencies for business in 2022, according to Gartner, Inc. A February poll centered on bitcoin adoption showed 84% of finance leaders said they would never hold bitcoin as a corporate asset and pointed to a range of risks associated with holding the currency.