College for Financial Planning National Conference 2012

We have entered the fastest and most significant stage of evolution that the financial planning profession has ever seen. The changes will center around three areas: Investment advice (including more sophisticated investment planning, AKA MPT 2.0); client services (and advice more closely integrated with a client's personal goals and objectives), and regulatory (increasingly clear definition of fiduciary behavior).

Speaker: Bob Veres

Complexity Level: Overview