Adviser on crypto: 'I spend most of my time telling clients not to invest in it'

Panel unpacks next gen themes in advice

Isabel Baxter
clock • 3 min read

A financial adviser has admitted that he spends most of the time telling clients not to invest cryptocurrency when it comes up in conversation.

Speaking on a panel at Dynamic Planner's Unlocking Trusted Advice conference today (10 February), Evelyn Partners investment management partner Fergus Caheny spoke on how the next generation of clients tend to take a particular interest in cryptocurrency investment. "The danger with younger generations is that they're drawn to shiny products and headlines," he said. "Social media eggs them on - influencers, stories, trends - and it pulls them in." Caheny shared that when he sits down with a client's younger family members, cryptocurrency and gold come up in almost every conversation. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers' Budget 2026 wish lists – 'this is a scary one'

Advisers' Budget 2026 wish lists – 'this is a scary one'

First under Burnham and Healey

clock 18 September 2026 • 3 min read
Most client meetings happen without one of the advised couple present

Most client meetings happen without one of the advised couple present

More than half of clients said they hold the adviser relationship in their name only

Laura Miller
clock 17 September 2026 • 2 min read
Titan Wealth to provide financial education to pro cricketers

Titan Wealth to provide financial education to pro cricketers

Professional sport comes with 'a very different financial journey'

Laura Miller
clock 16 September 2026 • 2 min read