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.
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.