Regulators are Mounting Up
Join us as we explore the rapidly changing landscape of crypto regulation, its implications for financial advisors,…
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Real World Assets
Almost anything of value can be tokenized and tokenization of financial and real-world assets could be the “killer…
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Coinbase for Planners
From the Coinbase blog:Tl:dr: Today, the SEC gave Coinbase a “Wells notice” regarding an undefined portion of our listed…
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Do Advisors Need More Banks, or Defi?
Steve and Adam discuss the drama in the banking industry, and the potential impact on Registered Investment Advisers.…
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CFP Podcast with Dr. Taji
Show notes:Dr. Taji, Certified Digital Asset Advisor EducatorLinkedIn: https://www.linkedin.com/in/drtaji/Twitter:…
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CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
Show notes:Kristian Marlow, Cryptolawyer, Tax Expert, and AuthorLinkedIn:…
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CFP Podcast with Dr. Niklas Schmidt, TEP
Show notes:Dr. Niklas Schmidt, Partner at WOLF THEISSLinkedIn: https://www.linkedin.com/in/nischmidt/Twitter:…
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CFP Podcast with Jillian Nell
Show notes:Jillian Nell, Director of Financial Planning with Inscription CapitalLinkedIn:…
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