CFP BOARD PUBLISHED TECHNOLOGY GUIDE FOR CFP PROFESSIONALS - KITCES WEEKEND READING FOR FINANCIAL PLANNERS

“CFP Board highlights the importance for advisors of understanding not only how to use [AdvisorTech] software, but also whether it will lead to useful outcomes for clients,” says Michael Kitces. Kitces underscores the relevance of the Guide to CFP Board’s Technology Standard, which helps CFP® professionals navigate the expanding financial technology landscape while adhering to CFP Board’s Code & Standards.

Read more at Kitces.com