The Mutual Fund Dealers Association (MFDA) is looking for advisors to participate in a consultation group on issues related to older clients.
The MFDA says that advisors who sit on this new Seniors Consultation Group will provide MFDA Staff with feedback about the challenges they face in servicing older clients, and which areas involving seniors they would most like to receive guidance from MFDA staff.
Advisors who are interested in participating should email their name, position, contact information, and the name of the MFDA member they represent to the attention of Ken Woodard, Director of Membership Services at [email protected].
The application deadline is April 30, 2015. The MFDA says it will select individuals with a view to ensuring that the Seniors Consultation Group is reasonably representative of the diversity of the MFDA membership.
