FPA Board Names Shannon Pike 2016 President-Elect, 3 New Board Members
At national conference, FPA says it also added three new “knowledge circles” focusing on women, tax planning and linking academic researchers and practitioners.
President-Elect Sandy Says FPA's Diversity Is Its Strength
A 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
Advisors Beware: Con Men Targeting Your Clients
The criminal world’s best and brightest minds have targeted the advisory business, warns 'Financial Serial Killers' co-author Tom Ajamie.
IMCA Brings CIMA Certification Program to Chicago’s Booth Business School
IMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.
FPA Names Heart of Financial Planning Award Winners for Good Works
The Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.