Atlanta, Ga. (Sept. 11, 2003) -- The Financial Planning Association Board of Directors and FPA’s Broker-Dealer Advisory Council have agreed to launch an independent organization to serve the needs of broker-dealer and registered investment adviser firms that serve independent contractor representatives.
“After more than a year of conversations and analysis, the FPA Board realized the association’s Broker-Dealer program cannot adequately serve the specific and complex needs of independent contractor broker-dealers,” FPA President David Yeske said. He noted that the group still welcomes firms that want to be institutional members and their reps who want to be individual members of FPA.
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