CFP Board has answers for advisor AI questions

Name: CFP Board has answers for advisor AI questions
Uploaded: 2025-05-14T13:07:29Z
Description: Liz Miller, chair of the CFP Board, sits down with InvestmentNews anchor Gregg Greenberg to explain how the CFP Board helps wealth managers maximize AI and other new technologies.

Liz Miller, chair of the CFP Board, sits down with InvestmentNews anchor Gregg Greenberg to explain how the CFP Board helps wealth managers maximize AI and other new technologies.