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CFP Board

In network coverage since August 19, 2026 · 16+ stories
Network coverage
practice

Nationwide survey: 56% of investors anxious about midterms' effect on savings

Forty percent of investors changed their retirement savings or portfolio ahead of the midterms, and 73% want an adviser to explain the election’s financial impact.
practice · Oct 12Behavioral finance is cognitive psychology applied to finance, Klontz and Horwitz argue
RIA · Oct 3CFP Board sanctions 19 individuals under its Code and Standards
RIA · Oct 1CFP Board elects three directors after naming AI expertise a priority
practice · Sep 28A new Journal of Financial Planning paper asks how clients place themselves among 'the wealthy'
The Close · Sep 24Advisors are answering a 2032 solvency question with emergency funds
RIA · Sep 23Clients are cutting contributions, and the midterms won't fix it
practice · Sep 23The rollover memo works best when it says stay put
book · Sep 16A fraud tax fix that lands at the decumulation desk
RIA · Sep 16A 408-17 vote hands advisors an amended-return problem
RIA · Sep 10CFP Board's new scholarship targets the only supply that grows the industry
practice · Sep 8New scholarship targets career changers, the pipeline CFP funding skips
RIA · Sep 2Arax gets a seat on CFP Board's career-changer pipeline
plans · Aug 30The emergency fund has become the retirement plan's binding constraint
advisers · Aug 21CFP Board's rollover guide gives advisers a path and plaintiffs a target
RIA · Aug 19CFP Board's rollover guide turns fiduciary duty into a checklist
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