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As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...







FPA News

New Regulations affect Florida’s RIAs. 
See more under Advocacy

 


 

 

June 3-5, 2015

Hyatt Regency Orlando

Complimentary Registration to INSITE 15 for those who meet the criteria below!

Once again, the FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, Insite 2015, June 3-5, 2015 at the Hyatt Regency Orlando.

You must be a member in good standing as of June 2015 (be sure your membership dues are up to date or renew today).

Pershing has offered these guidelines:

All conference registrations are subject to review and/or cancellation by Pershing if they do not meet our attendee criteria (affiliation with a Pershing broker-dealer or registered investment advisor firm).  The FPA comp code cannot be offered to or used by a third party product or service provider (who is a current member of the FPA).

Email Diane Layton at fpa@financialplanningflorida.org to receive this year’s code. 



During the FPA of Florida’s 2014-15 Annual Strategic Planning Meeting and Advocacy Day in Tallahassee late October, the Board of Directors established 6 goals for the Council.  They are:

1. Recognition and regulation of Financial Planners.

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

3. Engage in Florida legislative process.

4. Financial Planning Week and Month event(s) in Florida.

5. University degree in one of the 12 State of Florida public universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")

 


Advocacy

On May 6th, 2015 new regulations affecting Florida’s state registered investment advisors became effective.

 

Among the several new regulatory changes, one of the most important changes from prior law concerns Florida’s requirement that clients of a state registered investment adviser must receive an invoice showing calculation of the adviser’s fee concurrently with withdrawal of the fee from the client’s account. Under the new regulations it is a “prohibited business practice” not to provide the invoice.

 

For complete details on the new regulations, please click here

 




Thanks to Our

Resource Partners



Friends Level



Council Level

Dyess Insurance Services

John Hancock Investments

Security 1 Lending

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