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DACFP Making News
From Ric’s Blog
The SEC Chair Wants to Kill Crypto. He Can’t.
FROM THINK ADVISOR | MAY 27, 2023
The State of Crypto
FROM ETF.COM | MAY 22, 2023
Best Personal Finance Books to Read
FROM MSN | MAY 18, 2023
What A Debt Ceiling Crisis Could Mean For Money Market Funds
FROM FORBES | MAY 16, 2023
“Ric is a wonderful speaker. My team and I thought he did an excellent job presenting IAA’s Understanding Blockchain and Digital Assets webinar, in an easily digestible fashion. Several of my advisors plan to use the IAA member discount to enroll in the Certificate in Blockchain and Digital Assets online program!”
Michael J. Freeburg, Founding Member
Greenwich Wealth Management
“DACFP gave me the education I need to confidently speak about the blockchain and digital assets with clients so I can better serve them.”
Claire Mork, CFP®, Registered Investment Advisor
Edelman Financial Advisors
“As an advisor who is trying to learn as much as I can about the rapidly evolving world of digital assets, finding DACFP was just what I needed. DACFP speaks directly to the advisor and understands the questions clients are asking. I am excited to have this resource to help me learn about and keep pace with this asset class.”
Chris Toadvine, MS, CFP®, AIF®, Registered Investment Advisor
Certified Financial Group, Inc.
“As an advisor who is trying to learn as much as I can about the rapidly evolving world of digital assets, finding DACFP was just what I needed. DACFP speaks directly to the advisor and understands the questions clients are asking. I am excited to have this resource to help me learn about and keep pace with this asset class.”
Paul V. Sydlansky, CFP®, Founder, Registered Investment Advisor
Lake Road Advisors
“The value and content provided by DACFP is second to none! The events and interviews have been incredible. Thanks for the invaluable leadership in this new space!”
Adam C. Morgan, CFP®, Registered Investment Advisor
Novem Group
