CFP Board Holds AI Working Group, Hires New Tech Head

Published on June 12, 2025

The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.

Continue reading on website
Other news

BlackRock Targets $400 Billion Private-Market Haul by 2030

June 12, 2025
BlackRock Inc., the world’s largest asset manager, boosted its annual revenue target for 2030 and set its first-ever firmwide target for private-markets fundraising at $400 billion by then.

With NextGen Investors, Knowledge Is Cheap

June 12, 2025
As information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.