10 Power Players for 2013

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10 Power Players for 2013

Jan 01, 2013

The new year is here, and 2013 brings a host of questions for the industry. How is the industry dealing with the aging of the advisor industry? What more can firms do to attract women and minorities? What will the business and regulatory landscape look like?

To answer some of these questions-or least look them in the eye-we've examined 10 people likely to make an impact on the industry this year: our power players.

Nancy Kistner, [CFP®,] the new chair of the Board of Directors of the Certified Financial Planner Board of Standards, has a lot to get done this year. She and her colleagues on the board have identified four "outcomes" to boost the organization's profile in the next several years. That includes not only reaching for household name status, but also an overriding aim of helping the public. "We have a long way to go on that front," she says. Read more >

On Wall Street
Elizabeth Wine
January 1, 2013

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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