Click on a thumbnail below to see the full PDF version of the 2015 FPA Professionals Congress Daily News, published by the FPA’s major media partner, Professional Planner.
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19 November 2015 00:01
Featured Homepage Posts
How a disappearing adviser exposed vulnerabilities in the governance chain
On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.
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