Allan Roth: How the CFP board betrayed its highest standards; Trim your sails or ride the AI wave?

Preview text: Allan Roth: How the CFP board betrayed its highest standards; Trim your sails or ride the…

Tuesday, Jul 21, 2026 at 8:25 AM EasternHubSpot

Advisor PerspectivesAllan Roth: How the CFP board betrayed its highest standards; Trim your sails or ride the AI wave?

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Subject: Allan Roth: How the CFP board betrayed its highest standards; Trim your sails or ride the AI wave?
Preview text: Allan Roth: How the CFP board betrayed its highest standards; Trim your sails or ride the…
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