CFP Board

Advisor Upside

The Outsiders: Why So Many Financial Planners Are in Their Second Careers

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Meaningful work and flexibility are among the top reasons people leave jobs for new careers in financial planning.

4 min read

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Advisor Upside

More Women are CFPs. Why Hasn’t Representation Budged?

Just under a quarter of certified financial planners are women, a stat that has remained flat since the early 1990s.

2 min read
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Advisor Upside

New AI Fraud Schemes Are Pushing Losses to Record Highs

Nearly two thirds of Americans have encountered fraud or know someone who has in the past three years, according to the CFP Board.

2 min read
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Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.

2 min read

Advisor Upside

Finances Are Straining Relationships, CFP Board Says. Advisors Are Stepping in to Help

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Wealth managers are paramount in helping clients navigate money conversations with loved ones.

2 min read

Advisor Upside

How Advisors Are Giving Back This Holiday Season

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Advisors tend to be more financially secure than most Americans, and have the means to help out their communities.

1 min read

Advisor Upside

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

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