Navigating the Future of Financial Planning: Insights from CFP Board Chair Liz Miller on AI, Fees, and the Next Generation of Advisors
2025-06-10
Barron's
The financial planning landscape is undergoing a rapid transformation, driven by technological advancements like AI, evolving client expectations, and shifting fee models. Liz Miller, CFP Board Chair and founder of her own successful planning firm, s ...Read more
