CFP Board

Advisor Upside

New AI Fraud Schemes Are Pushing Losses to Record Highs

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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.

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Advisor Upside

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

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

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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

Advisor Upside

AI Competency May Be the Next Fiduciary Requirement

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The technology isn’t just reshaping workflows, it’s redefining the industry itself.

4 min read

Advisor Upside

AI Set to Play More of a Role in Investment Selection

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Many advisors see AI as a big influencer in their jobs in the future, and one researcher expects the technology to be acting as a fiduciary in a few years.

2 min read

Advisor Upside

CFP Board Raises Renewal Fee by 26%

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The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read

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