Retirement Industry People Moves
NFP names Greene president of benefits unit; CFP Board appoints Boersen as chair; Carter joins Sanctuary Wealth; and more.
Source: plansponsor.com
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Matt Boersen, CFP® Begins Board Chair Role on CFP Board's Board of Directors
/PRNewswire/ -- CFP Board announced that Matt Boersen, CFP®, CFA® has ascended to the role of Chair of its Board of Directors. Boersen, 35, is the youngest...
Source: prnewswire.com
Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect
/PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth...
Source: prnewswire.com
CFP Board Chooses Elizabeth Miller as 2024 Chair-elect
Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.
Source: wealthmanagement.com
CFP Board taps Elizabeth Miller as 2024 chair-elect
The board of directors of the CFP Board said Wednesday it had elected Elizabeth Miller as its 2024 chair-elect.
Source: investmentnews.com