MIAMI -- The financial planning industry faces a number of major challenges -- and advisors are unhappy with the way industry groups are responding.
In a frank discussion at a town hall meeting, and in other sessions at the FPA Retreat here this weekend, planners voiced a number of complaints. Planners are fed up with confusion surrounding labels used to describe what they do, they said; they also faulted the FPA's inability to "draw a line" between planners and salespeople and the lack of support in hiring and integrating the next generation of planners.
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