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Announcement
Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC and More
CFP Board appointed K. Dane Snowden as CEO, following a year-long national search. Snowden, who joined CFP Board as COO in 2023, emphasized his priorities to build on existing strengths and find new opportunities to strengthen the organization's impact.
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Wealth Solutions ReportEditorial Staff
January 27, 2026