New Book Explores Unique Area of Financial Planning Practice: Client Psychology

Categories: Press Release

The CFP Board Center for Financial Planning announced today that Client Psychology, a new book featuring groundbreaking research on a client-centered approach to financial planning, is now available. Edited by the Center’s Director of Academic Initiatives, Charles Chaffin, Ed.D., it is available in bookstores and through major online retailers. Published by John Wiley & Sons, …

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AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor

Categories: Press Release

Sponsorship will support Center’s work to advance the financial planning professionThe CFP Board Center for Financial Planning today announced that AssetMark, Inc. will support its work as a Chairs Circle Sponsor. “The Center’s work to address critical challenges facing the financial planning profession requires the collective resources from stakeholders across the profession,” said Marilyn Mohrman-Gillis, Executive …

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New Report: Mapping the Future of Financial Advice

Categories: Press Release

Distinguished group offers perspectives on trends for consumers, technology and advisors  Comfortable with technology, consumers will demand greater transparency and a fiduciary standard when working with both human and digital advisors, according to a new report issued today by the CFP Board Center for Financial Planning.This second annual report from the Digital Advice Working Group looks at predictions …

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CFP Board Center for Financial Planning Announces New Diversity Advisory Group

Categories: Press Release

New Research, Diversity Summit on Group’s Agenda in 2018The CFP Board Center for Financial Planning announced today that it has formed a new Diversity Advisory Group to provide guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity in the financial planning profession. Currently, based on …

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