What to Do When Clients Ask About Crypto

The volatility of cryptocurrency has led to significant losses for investors and scandals within the industry, highlighting the need for financial professionals to address these risks. CFP Board released a guide on December 5, 2022, directing CFP® professionals to adhere to regulatory guidance when advising clients about cryptocurrency-related assets, emphasizing the importance of informed decision-making in this high-risk area.

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Michelle Lodge October 18, 2024

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