Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.
On March 30, 2007, the Financial Planning Association made history by winning a lawsuit that vacated SEC Rule 202(a)(11)-1. This forced brokers to become SEC-regulated advisors, and helped to create a division of the two hats in the financial services industry: fiduciary and suitability.
LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.
Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
Dick has been one of the most influential voices throughout the decades and he joins us to discuss financial planning as a noble profession.