FPA Board Names Shannon Pike 2016 President-Elect, 3 New Board Members
At national conference, FPA says it also added three new “knowledge circles” focusing on women, tax planning and linking academic researchers and practitioners.
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.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
At annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
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
CFP Board Announces Rich Rojeck as 2014 Chair-Elect
Rojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."
Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years
Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
FPA Names Janet Stanzak Its 2013 President-Elect
The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."