The Advisors Edge Podcast
Tired of the same boring financial services podcasts? The Advisors Edge Podcast breaks the mold. This isn’t just another show about theory and outdated advice. We’re bringing you the real stories, the cutting-edge tech, and the bold strategies that will give you the competitive edge you need to dominate in today’s fast-paced industry.
Hosted by insiders who know the game, each episode delivers conversations with top leaders, innovators, and disruptors from across the financial services world. Whether it’s AI, fintech, valuations, regulatory compliance, or cybersecurity—we’re covering it. If you’re a financial advisor, RIA, or leader in this space, this is where you’ll find the strategies that actually move the needle.
You won’t just leave with more information—you’ll leave with a blueprint to sharpen your skills, elevate your business, and stay ahead of the competition. If you want to play it safe, go listen to something else. If you’re ready to win, welcome to The Advisors Edge.
The Advisors Edge Podcast
S1E30 | How Blockchain Will Redefine Custody & Compliance for the RIA Industry - feat. Aaron Kaplan, Prometheum
The holy grail of finance is here — instantaneous settlement, regulatory clarity, and fiduciary trust. Prometheum’s Aaron Kaplan reveals how blockchain is quietly reshaping Wall Street’s infrastructure forever.
In this episode of The Advisors Edge Podcast, host Rob Jacomen and Chad Ramberg sit down with Aaron Kaplan, Founder & Co-CEO of Prometheum, to unpack the revolutionary shift happening in the financial markets — the movement of securities on-chain.
If you’re an RIA, compliance executive, or fintech leader, this conversation will redefine how you think about custody, compliance, and innovation.
Aaron breaks down how Prometheum became the first federally licensed blockchain custodian under SEC oversight — giving RIAs and financial advisors a clear, compliant path into the digital asset ecosystem for the first time.
This isn’t about crypto hype — it’s about the modernization of market infrastructure.
The same regulatory rigor. The same fiduciary duty. Now, with instantaneous settlement, cost efficiency, and built-in transparency.
What You’ll Learn:
✅ The holy grail of finance: how blockchain enables instantaneous settlement and removes friction in securities trading.
✅ Why custody clarity has been the biggest bottleneck for advisors entering digital assets — and how it’s now solved.
✅ How Prometheum’s federal license changes the game for fiduciary compliance and investor protection.
✅ The truth about state vs. federal custodians — and how to protect client assets under SEC Rule 15c3-3.
✅ What capital efficiency really means for RIAs and broker-dealers in the new era of blockchain-based finance.
✅ How innovation can align with regulation — not fight against it.
👇 Connect with Our Guest:
Aaron Kaplan, Founder and Co-CEO at Prometheum
Website: https://www.prometheum.com/
LinkedIn: https://www.linkedin.com/in/aaron-kaplan-prometheum/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔗 Connect with the Hosts:
Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS
LinkedIn: https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg, President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.
Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk.
🔗 Learn more at: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly. We’ll protect what matters.
📞 Book a RIAview™ Risk Strategy Call: https://calendly.com/d/z3t-b6h-xt5
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Who This Episode Is For:
Registered Investment Advisors (RIAs)
Broker-Dealers & Compliance Officers
Custodians and Operations Leaders
Financial Technology Innovators
Regulators and Institutional Leaders
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