In the News
CFP Board Names Rise Growth Partners Executive as Chair-Elect
CFP Board announces Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Reflecting its commitment to supporting the fiduciary standard, CFP Board supports the Department of Labor’s fiduciary rule, including by submitting an amicus brief.
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Wealth ManagementPatrick Donachie
July 17, 2024