5% rule
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Financial advisers used to say no to bitcoin. Now they're saying maybe — but with a catch.
MarketWatch· 2026-03-20 12:01
Core Insights - Wealth managers are increasingly reconsidering their stance against cryptocurrencies due to rising interest from clients [1] - A common strategy among wealth managers is to allocate a maximum of 5% of client portfolios to cryptocurrencies to manage associated risks [1] Group 1 - The growing curiosity about cryptocurrencies among clients is prompting wealth managers to adapt their investment strategies [1] - Many wealth managers are implementing a 5% rule, allowing clients to invest up to 5% of their portfolios in cryptocurrencies as a risk management measure [1]