AdvisorOne to Provide Exclusive Coverage of FPA Delegation's Trip to China

NEW YORK, May 25, 2011 /PRNewswire/ -- A 44-planner delegation from the Financial Planning Association (FPA) arrived in China today for a week of meetings with their Chinese financial planner counterparts in Beijing, Shanghai and other cities.

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In partnership with AdvisorOne, members of the delegation will be chronicling that trip for AdvisorOne readers through a daily blog posted on a special AdvisorOne FPA in China home page. Along with that Daily Dispatch blog, additional news, feature articles, photos from the trip and video will round out this exclusive special coverage of China and what it means for advisors and their clients.

As FPA Executive Director Marv Tuttle explains in a video exploring the largest planner group's goals, this is the third bridge-building overseas trip sponsored by the FPA.  The delegation's members intend "to share best practices, and learn best practices" from their Chinese financial planner counterparts, says Tuttle.

Jamie Green, editor of AdvisorOne, says that "China is already the world's second largest economy, and great wealth is being created for its citizens -- and for those who invest wisely in China. It might surprise many in the U.S. that financial planning is already a thriving profession in this populous, fast-growing country. But what does it mean to be a financial planner in China?  How can the Chinese economy maintain its rapid growth? What is the best way to invest in this economic success story? We expect some of those answers will come from the FPA planners who are graciously posting first-person accounts of their trip, along with photos of the places and people they will meet."

The FPA team is led by former FPA Presidents Dan Moisand and Richard Salmen, who in a pre-trip interview told AdvisorOne about their goals and hopes for the trip. Moisand, Salmen and other financial planners on the trip will be sharing their impressions in a Daily Blog.

"Part of what we hope to accomplish is getting to know our fellow financial planners around the world on both the individual level and the professional organization level," said Salmen, senior vice president of GTRUST Financial, in the pre-trip interview. "The world is getting flatter all the time; as planners we are already serving clients with dual country residences or are working outside the country."

The delegation's schedule includes small-table discussions with 45 Chinese financial planners, participation in a financial planning symposium attended by nearly 300 financial planners, talks with university faculty and students, meetings with a private banking group, and a visit to the Shanghai stock exchange.

"China has a very well established financial planning community, there are several thousand planners eager to meet with us," said Moisand, principal of Moisand, Fitgerald, Tamayo, LLC, in the interview. "Around the planet, financial planning already has standards and processes. The Chinese model may be different, but the process is the same, helping families achieve their financial goals."

Read the full coverage of the FPAs China Trip at AdvisorOne.com/pages/fpa-china.

About AdvisorOne.com

AdvisorOne.com delivers content and data assets from Summit Business Media's Investment Advisory Group, including Investment Advisor and Research magazines, combined with contributions from industry experts, and relevant content aggregated daily from trusted partners. AdvisorOne.com features all the news, in-depth analysis, market data and tools advisors need to transform their business -- and their bottom line. For more information, visit AdvisorOne.com.

SOURCE Summit Business Media

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