Survey: Affluent Investors Boost Crypto Holdings Despite Adviser Caution

The survey points to a demand-supply mismatch in wealth management: client appetite for crypto is outpacing the guidance advisers are willing to provide. That gap matters less as a sentiment signal than as a structural one — when allocation decisions are made without professional input, risk management and due diligence tend to lag. The open question is whether advisory caution reflects genuine prudence or institutional inertia, and whether that posture shifts as crypto becomes a standard line item in affluent portfolios.