Financial Planning Is Changing Fast. The CFP Board Chair on What New Advisors Need to Know.

CFP Board Chair Liz Miller, CFP® discusses how the financial planning profession is evolving, including shifts in technology, compensation models and workforce demographics. She emphasizes the growing demand for women CFP® professionals, the importance of business skills for next-gen planners and the need to adapt to tools like AI without losing the human touch. CFP Board, she notes, is focused on expanding access, modernizing standards and supporting diverse paths into the profession.

Read more at Barron’s Advisor