CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

So we asked certified financial planners, financial CEOs and other money experts: “What’s your No. 1 recommendation for those ...

The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of ...

Financial planners and wealth management leaders discuss the role digital assets should play in your investment strategy ...

The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.

A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

CFP Board’s latest research report, Steering Clear of Financial Misinformation: A Survey of Americans, finds that while more people are turning to the internet for financial advice, most doubt ...

The survey found younger adults are nearly twice as likely to trust online sources compared with older generations—and more likely to get burned. Also, 48% of respondents aged 25 to 45 believe online ...

The technology sector is one of the most volatile and potentially rewarding areas for investment. To minimize risk, new ...

Question: I am 66 years old. I never had a financial adviser until my sister left me an inheritance eight years ago. In that ...