CFP Board has answers for advisor AI questions

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.
  • May 14, 2025

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.

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