Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award – which is often equated to the lifetime achievement award for financial planners. It was an honor to have him on this episode of #YAFPNW!
Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.
On March 30, 2007, the Financial Planning Association made history by winning a lawsuit that vacated SEC Rule 202(a)(11)-1. This forced brokers to become SEC-regulated advisors, and helped to create a division of the two hats in the financial services industry: fiduciary and suitability.
Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
We are excited to have Elissa Buie join us to discuss what is financial planning. She has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.