FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
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.
Recognizing Veterans at Schwab Impact
Acknowledgement of those who served, donations to the Foundation for Financial Planning, and a call for help from the industry for returning veterans.
Bogus ‘Advisors’ Blow Lotto Winner’s $168 Million
How do you blow $168 million in just a few short years? Surprisingly, it’s not as hard as you might think.
FPA to Honor Elissa Buie, Deena and Harold, Elaine Bedel
This year’s P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies
Publish and Perish?
Do we really need another book about financial planning?
FPA Outsources Pro Bono Work to Foundation for Financial Planning
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
Advisors Make a Positive Impact at Annual TDAI Conference
Too much wine and too many late nights gave way to helping hands at TD Ameritrade’s annual conference in San Diego.
FPA CEO Marv Tuttle Announces Retirement
At the 2012 FPA Retreat, Tuttle announced his planned departure from the organization in 2014.
Occupy Main Street
Every business impacts five constituencies: its clients, stakeholders, vendors, employees and community.