FYI: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
From those humble beginnings a movement started, and this week InvestmentNews recognizes the 50th anniversary of financial planning. It is a profession with a rich and colorful history, marked with success, disagreements and legal struggles that continue to this day.
Regards,
Ted
https://www.investmentnews.com/article/20190914/FEATURE/190919985/financial-planning-founders-started-a-movement-and-created-a
