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The FPA takes 'legal' action to purge 'planner' charlatans from the RIA business -- a plan certain to 'divide' members but align it with its chief gadfly, Michael Kitces

Despite opposition from at least 4% of its own members, the Financial Planning Association is seeking to quash quackery by making it illegal for a product salesman to get labeled as a planner -- a fight that Nerd's Eye View took up last year.

Author Brooke Southall July 22, 2022 at 1:30 AM
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Michael Kitces and Brian Hamburger are both weighing in on a long-postponed debate.

Brian Hamburger

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Michael Kitces



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Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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