19 People Who Will Change Wealth Management in 2019

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19 People Who Will Change Wealth Management in 2019

Dec 19, 2018
While 2019 is set to be a transformative year for wealth management, savvy industry players won't be content with keeping abreast of new developments. They'll be spearheading change themselves.... To help you prepare for a year of heady change, we've created a cheat sheet of key industry leaders to keep an eye on in 2019. 

1. CFP Board

The CFP Board will be under scrutiny in 2019 as changes to the board's new code of ethics and standards go into effect Oct. 1.
Among the most influential alterations,the  board  has expanded the scope of a fiduciary requirement for CFP® professionals, requiring them to act in a client's best interest at all times when providing financial advice.

The new standards will ripple throughout the planning industry, as the CFP®
designation has become a must-have for many professionals. Almost
82,000 financial advisors and other professionals bold the designation in the U.S., according to the CFP Board.... Read more > 

Financial Planning
December 19, 2018


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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