TITLE

Special Report: Excerpts from FPA's Technology Summit

AUTHOR(S)
Welsh, Tim
PUB. DATE
February 2007
SOURCE
Journal of Financial Planning;Feb2007, Vol. 20 Issue 2, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article gives a partial transcript of the Financial Planning Association's first annual Technology Summit which was held in Nashville, Tennessee on October 2006 to discuss the increasing technological demands in the realm of financial planning. Tim Welsh, CFP, moderated the conversation between EISI CEO Mark Evans, founder and CEO of Advice America Purna Pareek, and Friedman and Associates President Greg Friedman. Some of the topics discussed during the summit were data integration, aggregation, and the impacts of the changes in the regulatory environment. INSET: Talking Point.
ACCESSION #
24018063

 

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