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.
FPA’s Advocacy Push: States Today, Capitol Hill Tomorrow
With membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
Financial Advisors Miss the Mark on Business Growth Goals: FPA
A new study from the FPA Research and Practice Institute found that more than half of advisors believe their business development efforts are failing.
Why the FPA Can’t Win in the Broker Market
It’s hard for me to believe that FPA’s scanty record on CFP advocacy is the reason membership is falling while the number of CFPs rises.
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.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
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.