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CFP Board Names Rise Growth Partners Executive as Chair-Elect

By Patrick Donachie July 17, 2024 Wealth Management

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 Management
Patrick Donachie
July 17, 2024