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."
Which Side of the Profession Debate Is the FPA On?
While the FPA is still struggling to overcome its trade association roots, the bigger picture is that it’s moving in the right direction on many fronts.
McCallen Quits FPA
Tuttle of Journal of Financial Planning becomes new executive director
The First Annual IA 25: 2003
Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...