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CFP Board Holds AI Working Group, Hires New Tech Head

By Patrick Donachie June 12, 2025 WealthManagement.com

CFP Board launched an AI Working Group and named Barry Gersten as Head Technology Officer to lead its digital strategy. The AI Working Group is developing guidance on how AI can enhance financial planning while upholding ethical standards.

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WealthManagement.com
Patrick Donachie
June 12, 2025