May 2000
Journal of Financial Planning;May2000, Vol. 13 Issue 5, p17
Academic Journal
Presents updates on regulations concerning the Financial Planning Association (FPA) in the United States (U.S.) as of May 2000. Proposal of the U.S. Securities and Exchange Commission on the revision of Form ADV, a document used by investment advisers; Information on the meeting between legislators and FPA President Roy Diliberto; Stance of the FPA on proposals of federal regulators on privacy restrictions on sharing of client information.


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