A WEBINAR FOR WEALTH MANAGERS

[Webinar] Crypto for financial advisors: A practical framework for Bitcoin allocation

A panel conversation designed for RIAs, family offices, and portfolio managers navigating client demand for Bitcoin exposure—now accelerated by Bank of America authorizing 15,000 advisors to recommend up to 4% BTC allocations.

📅 Date: TBD
‍⏰ Time: TBD
‍📍 Location: Live virtual session (TBD)

Trusted custody. Transparent lending.

Why advisors need a Bitcoin framework in 2026

As major banks move to formalize BTC allocations, advisors are now expected to speak fluently about digital assets. Yet many lack practical guidance on custody, risk, and tax-efficient liquidity.

This webinar provides a grounded, compliance-aware framework you can use immediately.

Real client demand
High-net-worth clients increasingly hold BTC and want guidance, not speculation.
Clearer regulatory landscape
CSA and U.S. policies are clarifying what compliant exposure looks like.
Tax-efficient liquidity matters
Clients can borrow against BTC without selling—critical for retention and planning.

Thank you! You have been added to the webinar and a meeting invite will be sent out closer to the date.

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Meet the panel

Andrei Poliakov | CEO and Founder, APX Lending

Founder of APX Lending, the only CSA-approved digital asset lender in Canada. Former co-founder of Coinberry. Brings a decade of experience building regulated crypto companies across multiple cycles.

Why advisors come to APX

Tax-efficient liquidity

Borrow against BTC or ETH without triggering disposition.

Institutional-grade security

Assets secured with BitGo and Fireblocks infrastructure.

Advisor-friendly workflows

Easy onboarding for you and your clients, with full transparency.

FAQs

Is this webinar CE-eligible?

Not at this time, but we may add CE credit in the future.

Is this relevant if my clients don’t currently hold BTC?

Yes. The framework helps prepare advisors for upcoming conversations driven by market demand.

Will the session include product pitches?

The focus is educational. We’ll explain crypto-backed lending because it’s critical for tax-efficient planning, but the conversation is market-focused—not promotional.

Can I watch the replay if I can’t attend live?

Yes. We’ll send a recorded version to all registrants.

Accounts with APX Inc. are not protected by the Canadian Investor Protection Fund (CIPF), Canadian Deposit Insurance Corporation (CDIC), Securities Investor Protection Corporation (SIPC), or the Federal Deposit Insurance Corporation (FDIC). Content made available through the APX Platform, including social media, podcasts, and other materials, is for general informational and educational purposes only and should not be considered legal, financial, investment, or other professional advice. For information on how to submit a complaint, please visit our Complaints page. For more information, see our Terms and Conditions .