New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
Kitces and Winterberg Describe the Future of Financial Planning
At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
Advisors Big and Small Hitch on to Branding Trend
From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
FPA in China: Why It Matters for Investors, Clients and, Most Important, Advisors
Answers to questions about the world's second largest economy from advisors on the ground in China.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part II
The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part I
The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.
A Battle Won, not the War
It's hard not to celebrate the Financial Planning Association's big win over the SEC in a federal appellate court as an instance of David slaying...
Federal Court Rules in Favor of FPA
federal appeals court has ruled in favor of the Financial Planning Association in its suit to overturn the SEC exemption from fiduciary responsibility for broker/dealer reps known as the "Merrill Lynch rule." In a statement following the ruling, the FPA characterized the decision as a victory for consumers and urged...