FPA Leaders Talk About Diversity, Fiduciary Rules
In a recent wide-ranging interview with AdvisorOne, two of the top executives at the FPA, Marv Tuttle and Paul Auslander, talked about the top issues facing advisors.
The Regulator of Last Resort
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
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, Flexing Advocacy Muscles, Presses Congress to Raise Debt Ceiling
Executive Director Marv Tuttle says the financial planning community needs to be heard on this and similar issues 'in a much larger way.'
FPA in China: Why It Matters for Investors, Clients and, Most Important, Advisors
Answers to questions about the world's second largest economy from advisors on the ground in China.
At FPA Townhall, CEO Tuttle Says 'Downward Spiral' in Membership Is Over
At FPA Retreat, leadership also addresses fiduciary standard, growth of women and finance community, and lobbying efforts.
FPA Backs Fiduciary Standard, Reaches Out to FSI Members
The FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.
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’s Denver Conference to Kick Off Pro Bono Effort
The annual conference of the FPA begins Saturday in Denver to launch "Financial Planning Days," a pro bono effort to bring financial planning to the general public.
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...