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Article: ADVICE IN THE US: Atlantic sole.(Financial Planning Association)
- Article from:
- Money Marketing
- Article date:
- October 23, 2008
CopyrightCOPYRIGHT 2008 Centaur Communications Limited. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Danby Bloch, editorial director of Taxbriefs Financial Publishing, reports from the annual conference of the Financial Planning Association in Boston, Massachusetts on what UK intermediaries can learn from the key issues discussed by the American sole practitioners who make up the vast majority of the FPA membership
US financial advisers are facing many of the same challenges as their UK colleagues, as was plain to see at the Financial Planning Association conference in Boston, USA in early October. There is a lot to learn from American planners - some things to copy and a few to avoid.
As a visitor to the events as far back as the 1980s, it was clear ...