Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
person

K. Dane Snowden

In network coverage since August 19, 2026 · 6 stories
Network coverage
RIA

CFP Board elects three directors after naming AI expertise a priority

The three-year terms begin Jan. 1, 2027, the same day Martin Seay becomes board chair.
RIA · Sep 23Clients are cutting contributions, and the midterms won't fix it
RIA · Sep 10CFP Board's new scholarship targets the only supply that grows the industry
Retirement Advisers · Aug 21CFP Board's rollover guide gives advisers a path and plaintiffs a target
RIA · Aug 19CFP Board's rollover guide turns fiduciary duty into a checklist
RIA · Aug 19July CFP exam draws record turnout; pay premium grows
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.