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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

CFP 62
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How to CRACK the secret costs in an insurance illustration

Sara Grillo

And one of the things we spoke about during our webinar a couple of weeks ago, how do you benchmark life insurance? SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. So ethically, I think it applies everywhere.