FPA Honors 4 Financial Planners for Giving Back to the Profession and Public
The winners of FPA's 2017 Heart of Financial Planning Award demonstrate a strong commitment to building the financial planning profession.
FPA Names 3 Diversity Scholarship Winners
The awards will allow two CFPs and one Ph.D. candidate to attend the group's yearly conference in Nashville.
CFPs Lack Clarity on Board’s New Standards, FPA Says
The Board’s proposed changes "do introduce numerous new questions and concerns," says CFP Michael Kitces.
Financial Planners Fight Spending Bill Rider That Kills DOL Rule
The Financial Planning Coalition moves against other industry players who are "aggressively advocating" for a rider that would prohibit DOL from implementing the fiduciary rule.
FPA Forms Advocacy Council for Members
The Financial Planning Association wants advisors to have a "strong voice" with regulatory and certifying bodies.
Why Clinton, Trump & El-Erian Are Wrong on Economy: First Trust Economist
It is time to stop talking about a “new normal,” says Brian Wesbury, chief economist of First Trust Advisors.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
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.
Is fiduciary the new floor?
To be a fiduciary was once an aspirational calling--but no longer.
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.