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CFO News Room
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
Nerd's Eye View
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
CFO News Room
NOVEMBER 28, 2022
Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Yet, for advisors using fee-for-service models, being able to demonstrate value beyond portfolio management is often a necessity to attract and retain clients.
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