MINNEAPOLIS -- The Financial Planning Association's 2019 Annual Conference kicked off this morning with a reminder of where the industry is regarding oversight.
A crowded group of advisors gathered at 7 a.m. for a session on "New Standards for a Fiduciary World." Led by Daniel Candura, president of Candura Group, the session covered ethics, regulatory changes and how and when specific information must be given to the client.
Using Poll Eveywhere to learn about the new @CFPBoard ethics standards at #FPAConf19 including a new definition of #financialplanning that stresses collaboration with clients. pic.twitter.com/oYkl6iVMgy
— Dr. Barbara O'Neill (@moneytalk1) October 16, 2019
"Remember that you not only have a Fidiciary duty to your clients, but you also have a Fiduciary obligation to your profession" Tom Potts #FPACONF19 #fiduciary #financialplanning #FPA
— Craig Lemoine (@HigherEdCraig) October 16, 2019
The ethics reinforcement was followed by a general session kickoff gathering with legendary NFL Hall of Famer Alan Page.
A gigantic figure in Minnesota, Page played 15 years in the NFL, mostly with the Minnesota Vikings. He followed that with a second career as a lawyer and judge, serving on the Minnesota Supreme Court for 22 years.
Page, 74, delivered a message on the importance of mentoring and role models.
"What we do, we don't do alone," Page said of the role mentoring and role models play in growing up. #FPAConf19
— Cassie Miller (@ANCassieM) October 16, 2019
Page says from Brown vs. The board of education he learned "the power of the law." and piqued his interest in pursuing law. #FPAConf19
— Cassie Miller (@ANCassieM) October 16, 2019
Backstage at #FPAConf19 listening to Justice Alan Page talk with @branhamma about mentorship. Amazing man. pic.twitter.com/ETUTj7KHqb
— Ben Lewis (@BenLewisPR) October 16, 2019
"Everyone has the ability, and I think the obligation to reach down, and pick others up," Page said. #FPAConf19
— Cassie Miller (@ANCassieM) October 16, 2019
"We don't care what you do when you grow up, but be the best at it that you can be," Justice Alan Page speaks on mentoring, role models & bridging the education gap at#FPAConf19 @fpassociation @FPAofMN @ACPage_77 @MinneapolisFed #WisdomWednesday pic.twitter.com/LYEQD3M636
— Becky Walen CFP® (@BeckyWalen) October 16, 2019
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