CFP

Advisor Upside

Is the Great Wealth Transfer Really All That Great?

Photo by Anatoly Kireev via iStock

New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read

Photo via CFP Board

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read
Photo by Tima Miroshnichenko via Pexels

Advisor Upside

Looking for an Advisor Job? Better Bring a Book of Business

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

‘Burrito Scarfer’ CFP Board Ads Weren’t Meant for Advisors (Or, Even Adults)

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

2 min read

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