20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
Marv Tuttle: FPA’s Guiding Light—The 2015 IA 35 for 35
Marv Tuttle reared the Financial Planning Association through its childhood and adolescence—and its seminal lawsuit against the SEC.
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.
FPA Board of Directors Announces New Members For 2013
At the outset of its Chapter Leaders Conference in Denver beginning Friday, the Financial Planning Association elected three new members to its board of directors.
Advice Industry Helps With Sandy Relief
Financial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.
FPA Launches New Version of Online Planner Search Tool
The Financial Planning Association has released an updated version of its online planner search tool to help American consumers find financial planners more easily.
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.
Outlook 2012: Retirement — Boomer Surveys Tell Us They’re Happy (Even If Broke)
The most beloved statistical study in the advisor world—namely, the retirement survey—was a veritable cottage industry in 2011, the year the first of the baby boomers began marking their milestone 65th birthday.
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.