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CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
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CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow

The Compliance Working Group has produced a first for the industry - an SMA Due Diligence Checklist that standardizes the information needed to review the different investment options in crypto.

Show notes:

Kristian Marlow, Cryptolawyer, Tax Expert, and Author
LinkedIn:
https://www.linkedin.com/in/kristianmarlow/
Twitter:
@0xMarlow

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PlannerDAO
Crypto for Planners
Crypto is impacting every aspect of your financial planning practice, and you need to be prepared. We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner. Join the community here: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual