FPA in China: Expectations Exceeded; Hospitality Unmatched
Reflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...
The Global Planner
Here's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...
FPA Reminder: Practice Good "Citizenship"
Laura Brook, director of international relations for the Financial Planning Association, points out that advisors should be sure to determine their clients' citizenship status. "Do...
Financial Advisor Global Reach
American culture and behaviors from movies to fast food, get exported every day -- and wealth management is no exception. Of course, private banking, the precursor...