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Wednesday, August 19, 2026The Morning Brief →Sign in
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CFP Board

In PWD coverage since August 14, 2026 · 5 stories
PWD coverage
RIA

CFP Board's rollover guide turns fiduciary duty into a checklist

A $1 trillion annual decision now has a documented process. Advisors who follow it can show their work; clients who read it know what to ask.
practice · Aug 19CFP pay study: certification pays an 11% premium
policy · Aug 19Employers get a $2,500 tax-free lane into a child's Trump Account
RIA · Aug 19July CFP exam draws record turnout; pay premium grows
Filings · Aug 14New Trump Account employer contribution rules cap at $2,500
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