Postcard from the US

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The lead into the FPA conference in San Antonio is the Major Firms Symposium and I find it an invaluable interaction to be able to spend a couple of days with executives from most of the leading financial planning groups in US. A couple of points from the first days of the Symposium are set out

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US FPA says financial planning’s future remains uncertain

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Nearly 2500 people from the financial planning community from around the world descended on Denver for the US FPA conference. It covered almost 5 days of education, networking, recognition and socializing. The big question for Australians attending and there were around 30  of them was are the current issues being faced in Australia as financial

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