Aug 2, 2024, 12:00 AM
Aug 2, 2024, 12:00 AM

Morgan Stanley Now Offers Bitcoin ETFs

Highlights
  • Morgan Stanley has begun allowing its financial advisors to offer Bitcoin exchange-traded funds (ETFs) to clients.
  • This development highlights the growing acceptance of cryptocurrencies within traditional financial sectors.
  • The decision reflects broader trends in financial markets towards innovation and adaptation to new investment opportunities.
Story

In a significant move for the financial industry, Morgan Stanley announced on August 2, 2024, that it will allow its financial advisors to offer bitcoin exchange-traded funds (ETFs) to eligible clients, marking a first among major Wall Street banks. Starting August 7, approximately 15,000 advisors at the firm will be able to solicit clients to purchase shares of two specific bitcoin ETFs, as reported by CNBC. This decision reflects a growing acceptance of bitcoin within mainstream finance, despite the cryptocurrency's tumultuous history, including market downturns and the collapse of the FTX exchange. Morgan Stanley's initiative comes as a response to increasing client demand and the evolving landscape of digital assets, distinguishing it from other major banks like Goldman Sachs and JPMorgan, which have yet to adopt similar policies. However, Morgan Stanley is proceeding with caution. The bank will only allow solicitation for clients who possess a net worth of at least $1.5 million, exhibit a high-risk tolerance, and express interest in speculative investments. Notably, these bitcoin ETF investments will be limited to taxable brokerage accounts, excluding retirement accounts. Currently, the only bitcoin ETFs available for solicitation are those from BlackRock and Fidelity. Morgan Stanley has phased out private crypto funds previously offered and is monitoring the market for newly approved ether ETFs, though it has not yet decided on providing access to those products.

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