FPA Business Solutions conference highlights new ideas

03/11/2012 | RIABiz.com

The Financial Planning Association held its 2012 Business Solutions conference in Burlingame, Calif., last week. Brooke Southall offers his take on the event, including discussions about technology and ways to improve the financial-planning profession. FPA Chairman Marty Kurtz introduced the idea of a peer-review system to help planners meet their fiduciary duties. "The only way the fiduciary standard works is if we stand before it and say: This is me," Kurtz told attendees.

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