CFP Board issues new crypto guidelines for financial planners

By Justin L. Mack 5 min read

With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital. Read story →

Following FTX debacle, commodity regulator pushes for big role overseeing crypto

By Dan Shaw 6 min read

The head of the Commodities Futures Trading Commission disputes the idea that his agency would have a "light touch" with digital assets or encroach on the SEC. Read story →

Crypto increases use of tax loss harvesting

By Chris Gaetano 2 min read

A recent study has found a correlation between tax scrutiny of digital assets and the use of tax loss harvesting as a compensating measure. Read story →

Never Drop a Client To-do Again

Build-your-own-index boom could hit $825 billion in four years

By Katie Greifeld 2 min read

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says. Read story →