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Financial Services News You Might Have Missed
Wealthtender, Take Charge America, Financial Planning Association, CFP Board & Fynancial
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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 Reviews
Strategies for Managing Debt Amid Tariffs & Rising Costs
FPA Launches Groundbreaking Competency Model to Shape the Future of Financial Planning
CFP Board Convenes AI Working Group
Fynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients
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