Certified Financial Planner Board of Standards Inc.

07/28/2026 | Press release | Archived content

Is Your Team Ready for the Growing Shift to Financial Planning

Financial planning is expected to become a central component of advisory services as investors increasingly seek comprehensive guidance rather than treating planning as an add-on offering. Industry leaders note that advisors will need both technology and the expertise of CFP® professionals to meet this demand, with younger investors in particular showing a growing preference for working with certified financial planners.

Read More at Advisor Perspectives

Advisor Perspectives
Danielle Walker July 28, 2026
Certified Financial Planner Board of Standards Inc. published this content on July 28, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on August 10, 2026 at 19:36 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]