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CFP Board Has Answers for Advisor AI Questions

By Gregg Greenberg May 14, 2025 InvestmentNews

Artificial intelligence is reshaping financial advice, but where do advisors begin? CFP Board Chair Liz Miller, CFP®, CFA®, joined InvestmentNews’ Gregg Greenberg at the Nasdaq MarketSite to discuss how CFP Board is helping financial advisors navigate AI and other emerging technologies.

Read more at InvestmentNews

InvestmentNews
Gregg Greenberg
May 14, 2025