Shannon Pike to lead Financial Planning Association
The leader of a major advisor group appears to have a distant relationship with insurance.
Tracking social media usage among advisors, clients in 5 charts
An FPA/LinkedIn study shows that most high growth firms added new clients directly as a result of social media activity.
My assessment of the FPA meeting: One and a half thumbs up
The FPA is expanding on advocacy, practice management, community and professional development initiatives.
Your 7-step guide to working with the cognitively impaired
At the FPA annual meeting, Robert Mauterstock described the growing population of cognitively impaired seniors over age 85 as a "perfect storm."
FPA names Shannon Pike 2016 president-elect, 3 new board members
FPA President Ed Gjertsen stressed that the Association is “compensation neutral — a compensation model can’t be used to indicate competence.”
‘Miracle on Ice’ goalie Jim Craig tells advisors: focus on clients’ dreams
The 1980 U.S. hockey gold medal winner Jim Craig said you are not a product of your circumstances, but rather of the decisions you make.
CFP Board, FPA agree on likely timetable for DOL fiduciary rule
The final DOL fiduciary rule, regardless of its exact shape, will likely be implemented next year, says Marilyn Mohrman-Gillis of the CFP Board.
Quick, when do you claim Social Security? What do you get if your ex dies?
A survey found that, for workers, the most common source of information about Social Security benefits was friends and family, at 46 percent.
Need some social media marketing tips? Meet an unlikely rapper
“The more content you give away, the more you’ll get back," says Brittney Castro. "Don’t be afraid to give it all away."
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.