FPA 2006 National Conference – Early Bird closes today
This is your last opportunity to save up to $330 off your Financial Planning Association 2006 National Conference registration. Early Bird registrations close today — Friday, July 28 — and won’t be extended.
The conference program has been announced and covers over 80 sessions.
For full details, visit the conference website.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.