Wealthtender, Take Charge America, Financial Planning Association, CFP Board & Fynancial

from Financial Services News You Might Have Missed · host Alexandra Zendrian

Financial services news for the week of June 13, 2025 featured:Revenue Can't Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client ReviewsStrategies for Managing Debt Amid Tariffs & Rising CostsFPA Launches Groundbreaking Competency Model to Shape the Future of Financial PlanningCFP Board Convenes AI Working GroupFynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients

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This episode was published on June 13, 2025.

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