Crypto for Advisors: The crypto due diligence questions you forgot to ask
This article outlines updated due diligence requirements for financial advisors managing crypto assets in 2026. It highlights the need for better oversight of client cash management, regulatory disclosures, and AI-driven trading risks.
Why it matters
As crypto and AI integration in finance grows, advisors must adapt their fiduciary practices to mitigate new legal and operational risks.
Share Share this article Copy link X icon X (Twitter) LinkedIn Facebook Email Crypto for Advisors: The crypto due diligence questions you forgot to ask As stablecoins, shifting regulation and AI-enabled infrastructure mature, advisors should revisit three questions their crypto due diligence may no longer fully cover. By Beth Haddock | Edited by Sarah Morton Jun 4, 2026, 3:00 p.m. 4 min read Make preferred on (Getty Images/ Unsplash+) What to know : You’re reading Crypto for Advisors , CoinDesk’s weekly newsletter that unpacks digital assets for financial advisors. Subscribe here to get it every Thursday.
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