CFP Board

Advisor Upside

Who Gets to Call Themselves ‘Advisor?’

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The North American Securities Administrators Association updated a rule that seeks to bar many broker-dealer reps from using the title.

2 min read

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Advisor Upside

CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.

1 min read
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Advisor Upside

The RIA Industry Is Getting Younger. Not Your Average Advisor

As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.

3 min read
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Advisor Upside

Women Run the Investments in Most Homes: CFP Board

More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.

1 min read

Advisor Upside

Microsoft Thinks AI Will Upend Financial Advice. Advisors Say Not So Fast

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Can artificial intelligence reshape an industry that prides itself on building trusted relationships with clients?

2 min read

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