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In the News
CFP Board Names Rise Growth Partners Executive as Chair-Elect
CFP Board announces Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Reflecting its commitment to supporting the fiduciary standard, CFP Board supports the Department of Labor’s fiduciary rule, including by submitting an amicus brief.
Read more at Wealth Management
Wealth ManagementPatrick Donachie
July 17, 2024