Philanthropy’s Cutting Edge
Giving & Receiving
There is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...
The History of Financial Planning
Who would have guessed that when Loren Dunton set up the Society for Financial Counselling Ethics in 1969 that it would evolve into the financial...
Having an 'FPA Experience'
At the Financial Planning Association's recent broker/dealer conference in Los Angeles, I spotted new FPA President Bob Barry standing at one end of the low-ceilinged...