In 2022, the
@CFPBoard released guidance on cryptocurrency-related assets at a time when the industry was still nascent, fragmented, and largely operated outside traditional wealth management infrastructure.
Nearly four years later, the market, regulatory environment, and advisory landscape have evolved. It’s evident that it’s in the best interest of clients, CFP® professionals, and the broader advisory industry for the CFP Board to formalize and modernize that guidance.
Below is a preview of my memo to we will be sharing in the next edition of the CryptoED newsletter.