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A palpable camaraderie accrues in Boston as FPA provides support group for lonely CFPs and the atomized niche firms that serve them

There were RIAs and IBDs galore -- but no wirehouse reps -- on hand for a much-anticipated robo slug-out between Kitces and Sokolin

Author Graham Thomas September 29, 2015 at 8:27 PM
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The Boston Convention Center almost upstages its city -- big, bright, modern.

Conferences

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RIA Compliance



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Mentioned in this article:

FP Transitions
Consulting Firm
Top Executive: Brad Bueermann

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

Kitces.com
Consulting Firm
Top Executive: Michael Kitces

Financial Media Exchange
Tech: Other
Top Executive: Ric McConkey

Wealthminder
Financial Planning Software
Top Executive: Rich Ellinger

AdvisorEngine
Financial Planning Software
Top Executive: Rich Cancro



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