FPA Experience 2011

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  Schwab’s Clark on Franchises and RIA Competition, Breakaway Brokers

  By James J. Green, AdvisorOne  |  September 19, 2011

  Head of Schwab Advisor Services says new franchise operation will provide only 'same amount of competition as existing branches.'

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  Barney Frank to DOL: Revise Fiduciary Rule on Retirement Plans

  By James J. Green, AdvisorOne  |  September 17, 2011

  Democratic Congressman writes Labor Secretary Solis, calling for her to “withdraw and repropose” fiduciary rule under ERISA; FPA and FSI voice approval

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  At FPA San Diego, Motivational Speaker Taylor Dares Advisors to be Different

  By John Sullivan, AdvisorOne  |  September 17, 2011

  Author and motivational speaker William Taylor closed out FPA Experience 2011 on Saturday in San Diego with a discussion of the “higher ideal” to which truly successful companies aspire.

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  At FPA San Diego, Currency Manager Merk Says No ‘Safe’ Assets Left

  By John Sullivan, AdvisorOne  |  September 17, 2011

  Currency fund manager Axel Merk says investors need to throw out the risk-free component of their portfolio, as there is no such thing as a “safe” asset anymore.

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  At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges

  By John Sullivan, AdvisorOne  |  September 17, 2011

  The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.

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  At FPA San Diego, Alicia Munnell Paints Bleak Retirement Picture

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Alicia Munnell, director of the Center for Retirement Research at Boston College, told attendees at the FPA Experience 2011: “We have a significant increase in retirement needs and a decrease in available retirement resources.”

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  At FPA San Diego, CFP Board Says 'Choice' Argument Against Fiduciary Standard Is ‘Baloney’

  By James J. Green, AdvisorOne  |  September 16, 2011

  Board leadership says SEC should move forward with uniform fiduciary standard rulemaking; will expand public awareness campaign from print to NPR.

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  New 529 Plan Removes Worry Over Market Volatility: FPA San Diego

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Too many parents saw their children’s education go from Harvard University to Hudson Community College as a result economic crash. For those who no longer wish to subject family college dreams to the vagaries of the market, Private College 529 Plan is here to help.

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  Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend Interview

  By James J. Green, AdvisorOne  |  September 16, 2011

  Bernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.