Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...
The board said it will unveil programs this year to increase the representation of women in the advisory industry.
The Generative AI Ethics Guide provides a checklist to help safeguard confidentiality, verify the accuracy of AI-generated ...
unlock efficiencies and enhance the value financial advisors bring to their clients,” said CFP Board CEO Kevin R. Keller, CAE. “The Generative AI Ethics Guide helps CFP ® professionals ...
Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report ...
Like other businesses, financial advisory firms have rushed to embrace diversity, equity, and inclusion. What are the reputed benefits and how are firms approaching DEI?
Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report, Building ...
What it means to be a fiduciary advisor has a long and convoluted history. In fact, the original "fiduciary rule" was introduced by the U.S. Department of Labor around the same time consumers ...