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Why it's not OK that NAPFA and FPA agree with FSI about relaxed accountability for holders of IRAs

There is no 'suitability' America and 'fiduciary' America

Monday, April 2, 2012 – 3:59 AM by Guest Columnist Philip Chao
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Philip Chao: The fiduciary standard should not be reserved for the affluent America.

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FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors

Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs

August 2, 2019 – 12:48 AM


Mentioned in this article:

National Association of Personal Finance Advisors
Association
Top Executive: Geof Brown, CAE

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO




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