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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62
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Investing in Pigs and Kidneys: Building a $100 Billion Empire and Revolutionizing Organ Transplants

Investing Caffeine

The revenue potential is huge if the efficacy data comes in as planned because the pools of patients suffering from these horrible, progressive lung diseases could more than double the size of the present addressable market. Slome, CFA, CFP Plan. www.Sidoxia.com Wade W.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3