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Crypto for Advisors
Bitcoin NFTs Challenge the Blockchain’s Largest Use Case: Money
The Bitcoin community has been abuzz with conversations around how Ordinal Inscriptions could signal a technical improvement to NFTs. But the increased fees and transaction speeds associated with them could stifle Bitcoin’s primary use case as a medium of exchange.

The Future of Financial Planning Lies in AI and Blockchain
AI and blockchain could assist in decisions involving investments, taxes and insurance, and open new avenues for income. But financial advisors will still play a key role.

Better Exchange Due Diligence Could Help Define Crypto’s 2023
The CEO of Digital Asset Research, Doug Schwenk, thinks vetting crypto exchanges can open doors to more institutional investment.

Crypto Thaw May Be Premature but Advisors Should Prepare for Winter’s End
When crypto winter ends and investment activity blossoms once again in the digital assets space, financial advisors should be prepared to hear a new litany of questions from clients about the risks and opportunities in cryptocurrencies.

2023: The Year Regulators Finally Grasp Crypto?
Amid a prolonged collapse in asset prices, the digital assets space had a wild 2022. The problems may force regulators’ hands on the crypto space.

Two Advisor Credentialing Organizations Have Their Say on Crypto
Advisors are warned by the Certified Financial Planner Board of Standards (CFP Board) and the Chartered Financial Analyst Institute (CFA Institute) to look before they leap.


No, Advisors, Crypto Is Not a Ponzi Scheme
While the FTX debacle has many Ponzi-like characteristics, most cryptocurrencies don't resemble the infamous schemes.

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.

The FTX Meltdown Calls for Higher Standards in Crypto Journalism
Revelations that Bankman-Fried secretly funded crypto news publisher The Block deepened mistrust of the crypto industry.
