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The CFP Board’s Latest Report on Crypto Sets High Standards for Advisors

Decisions to recommend bitcoin should depend on an advisor's crypto competency and a client’s personal/financial circumstances, the CFP Board’s notice rightly says.

Updated Dec 22, 2022, 3:20 p.m. Published Dec 22, 2022, 1:49 p.m.
(Pollyana Ventura/GettyImages)
(Pollyana Ventura/GettyImages)