In the News
CFP Board Convenes AI Working Group
CFP Board has established an AI Working Group to examine artificial intelligence's impact on financial planning and develop recommendations that ensure technology enhances the human relationships central to the profession. CFP Board COO K. Dane Snowden explains, “We want to look at where AI can augment, support and create greater efficiencies for the human advisor because that is the core of what we provide and what we will continue to provide in the future.”
InsuranceNewsNetSusan Rupe
June 19, 2025