FPA Leadership Describes Future in Wake of Tuttle Retirement
A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.
Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall Meeting
A town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.
Financial Planning Week Delivers Advice to Those Who Most Need It
Multiple Financial Planning Days are scheduled across the country in October, with volunteers from FPA providing pro bono advice to consumers.
At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges
The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.
FPA San Diego: President Kurtz Urges Planners to ‘Move On’ From Past Disagreements
FPA Experience 2011 kicked off in San Diego on Thursday with a plea from Marty Kurtz, this year’s president, to let bygones be bygones.
At FPA Retreat, a Focus on the Future of Financial Planning
FPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'
FPA Denver Takeaway: Dodd-Frank; Finding Clients; Cautious Optimism on Markets
The annual FPA meeting, this year in the FPA's hometown of Denver, concluded Oct. 12, and by most measures it was a success, just as the FPA itself has been a success in its 10th year of existence.
FPA, Coalition for Financial Planning Remain Upbeat
"People on the Hill know what financial planning is now," says Tom Potts, president of the Financial Planning Association (FPA), and while it may "take...
As Membership Growth Resumes, FPA Looks Inward and to Washington
At annual Retreat, talk of PACs, residency programs, and being heard in DC
The Psychology of Advice: Power Couple
Much has been made of the fact that baby boomers are nearing retirement age, but that doesn't mean boomers and their spouses will necessarily be...