CFP

Advisor Upside

What MrBeast’s Deal for Step Shows About Supporting Clients’ Kids

Photo by Vitaly Gariev via Unsplash

Kids are hungry for investing advice, and financial literacy gaps create an opportunity for advisors to extend their value.

2 min read

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Advisor Upside

Behind the CFP Board’s CE Requirement Increase

The nonprofit has increased its hourly requirements and plans on building out its continuing education offering.

2 min read
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Advisor Upside

Do Clients Really Trust AI with Money Questions?

Nearly half of Americans say AI beats everyone they know regarding financial guidance, according to a new survey.

1 min read
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Advisor Upside

CFP Board Taps K. Dane Snowden as Next CEO

Snowden, who has been the firm’s COO since 2023, will replace longtime chief Kevin Keller.

1 min read

Advisor Upside

Advisors Share New Year’s Resolutions for 2026

Photo by Kelly Sikkema via Unsplash

2 min read

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

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