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Professional Financial Advice Linked to Higher Financial Confidence and Readiness, Study Finds

By Steve Randall January 23, 2026 InvestmentNews

CFP Board’s Financial Planning Longitudinal Study reveals that households who work with professional advisors experience increased confidence, greater financial stability and stronger trust in their advisory relationships. According to Managing Director of Research Kevin Roth, Ph.D., the research will enhance understanding of how CFP® professionals impact financial outcomes throughout clients' lives.

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InvestmentNews
Steve Randall
January 23, 2026