FPA, CalSurance Partner to Offer RIAs Discounted E&O Insurance
“FPA members seeking E&O coverage will save hundreds — potentially thousands — through this new partnership,” FPA says.
FPA Plans Launch of ‘Knowledge Circles’
Program will allow members to “discuss best practices and work collectively on innovative ideas while providing valuable guidance to FPA,” says FPA's Schadle.
Poor Time Management Is Costing Advisors: FPA Study
By increasing productivity, advisors could add 50 client meetings a year, a Financial Planning Association report found.
Why In-Person Advisor Conferences Still Matter: Case in Point, Schwab Impact
There are more ways than ever for advisors to learn from each other, and to support each other, but nothing beats an in-person gathering of the like-minded.
FPA Announces New Members of National Board for 2014
With new board members including Dan Skiles and Shawn Brayman, diverse backgrounds and business models key for this year's elections.
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.
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 Experience: The Young, the Famous and the Virtual
New to this year's FPA Experience: Sessions will be streamed and archived to reach a wider advisor audience, CEO Lauren Schadle says.
Catch a Fire
I no longer fear the future. Despite all the hand wringing and teeth gnashing over the source of advisors to come, a dinner at a Vietnamese fusion joint in San Francisco (it’s a Gen Y thing) went a long way in reassuring me we’ll be just fine.
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.