Marg Franklin, CEO and President of the CFA Institute, joins to discuss the evolving landscape of wealth management. She highlights the importance of professional designations and ethics in financial advising. The conversation dives into the challenges of attracting new advisors and the factors driving a major wealth transfer. Marg also emphasizes the critical fiduciary duties that advisors must uphold, ensuring clients receive trustworthy guidance in a complex financial world. This insightful dialogue sheds light on the future of financial services and professional development.