Kurtz, Martin
July 2011
Journal of Financial Planning;Jul2011 Practice Management Solutis, p5
Academic Journal
The article focuses on the speech of Mark Johannessen, the national chairperson of the Financial Planning Association (FPA), on the importance of standard of care for clients in the U.S. It notes that financial advisers are recommended to practice honesty and loyalty in handling the client's interest. It adds that financial planning community can best serve their clients by sharing their ideas at their annual gathering which will be held in September 2011 in San Diego, California.


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