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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Weekend Reading for Financial Planners (September 27–28)

By Adam Van Deusen, CFP® September 26, 2025

As the financial advice ecosystem and its regulations evolve, advisors and firms have increasing opportunities to shape policy at both state and federal levels. CFP Board recently released six public policy priorities, most notably advocating for a legal fiduciary standard for all financial advice providers.

Read More at Nerd's Eye View

Nerd's Eye View (Kitces.com)
Adam Van Deusen, CFP®
September 26, 2025