Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
31 posts
CFP Board Predicts Future AI Financial Landscapes
The CFP Board's AI Working Group also included several key areas for groups wanting to utilize the tech
The Top Retirement Savings Lessons from Gen Xers
Gen Xers are looking back at the financial choices they made and are urging younger workers to avoid repeating their mistakes in new CFP Board research
Financial Optimism Rises Among Advisors and Investors
The findings from the CFP Board show a 20% decline in the number of clients with a negative financial outlook
Osaic Teams Up with PATH; Jackson Debuts Digital Platform
The latest news from Osaic, Jackson, Summit Financial, the CFP Board, and more
Retirees Choose Saving, Not Spending, in Retirement
Research from David Blanchett and Michael Finke explains how language and annuities impact retirement spending behavior
Online Financial Advice Could Come with Hidden Costs
A report by the CFP Board finds that online misinformation on finances could cost Americans over $1,000
Corporate Roundup: Lincoln and Bain Capital Partnership, Waverly Advisors Acquires Fiduciary Wealth
The latest news from Lincoln Financial, Bain Capital, Waverly Advisors, Fiduciary Wealth, CFP Board, and more
Corporate Roundup: Employee Fiduciary Names President, CFP Board Taps Corporate Group Executive
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas
Corporate Roundup: CFP Board Launches Women’s Initiative, PensionBee Adds IRA Options
The latest news from CFP Board, PensionBee, SS&C, Lincoln Financial, and more
CFP Professionals Worry About Retirement Income Amid Looming Tax Cuts
Almost all CFP professionals are concerned over the impacts tax changes could have on clients' financial objectives, says CFP Board