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Tuesday, October 6, 2026The Morning Brief →Sign in
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K. Dane Snowden

In PWD coverage since August 19, 2026 · 6 stories
PWD coverage
RIA

CFP Board elects three directors after naming AI expertise a priority

The three-year terms begin Jan. 1, 2027, the same day Martin Seay becomes board chair.
RIA · Sep 23Clients are cutting contributions, and the midterms won't fix it
RIA · Sep 10CFP Board's new scholarship targets the only supply that grows the industry
advisers · Aug 21CFP Board's rollover guide gives advisers a path and plaintiffs a target
RIA · Aug 19CFP Board's rollover guide turns fiduciary duty into a checklist
RIA · Aug 19July CFP exam draws record turnout; pay premium grows
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