eMoney Advisor

DECEMBER 20, 2022

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

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. Wealth Manager . These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? About Gary Mettler.

Insurance 59

Insurance Financial Advisor Retirement License 59