News & Updates

Good to Know In an increasingly digital advisory environment, cybersecurity is no longer an IT issue — it’s a core component of fiduciary duty. CFP® professionals are entrusted with clients’ most sensitive personal and financial data, and a breach of that trust can carry not only financial consequences, but reputational damage and potential regulatory scrutiny.…

Good to Know As artificial intelligence continues to evolve, its impact on the financial planning profession is becoming impossible to ignore. From generative models that support document creation to machine learning algorithms that enhance risk analysis and portfolio construction, AI is not just a trend — it’s becoming a strategic advantage for firms and advisors…

Good to Know As artificial intelligence (AI) continues to mature and find its way into financial services, CFP® professionals face a pressing question: What does this mean for me and my clients? From predictive analytics to automated workflows, AI is rapidly transforming the landscape of planning, client service, and compliance. But beyond the buzzwords, there…

Good to Know As interest rates fluctuate and economic signals remain mixed, CFP® professionals face a planning environment that is neither rising nor falling — but uncertain. In this climate, the ability to adapt and guide clients with clarity becomes more important than ever. The Current Landscape The Federal Reserve has paused rate hikes but…

Good to Know A growing number of firms are reporting a shortage of qualified financial advisors — especially those prepared to work with increasingly diverse and complex client needs. The CFP® certification remains one of the most trusted signals of readiness and competence in the profession. But what role does it play in solving the…