The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, ...

The board said it will unveil programs this year to increase the representation of women in the advisory industry.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

William “Drew” Watson CFP, a private wealth advisor and CEO of Align Wealth Management with Ameriprise Financial in Owensboro ...

Recognizing the growing use of artificial intelligence by financial advisors, this week the CFP Board released a "Generative AI Ethics Guide." The guide, which includes a checklist for upholding ...

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Stephanie was recently promoted from Senior Associate Advisor to Lead Advisor, and in her four+ years with MONECO has become ...

general counsel at the CFP Board. Generative AI has helped advisors become more efficient in administrative duties, and consequently, “they can spend more of their time deepening relationships ...