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...
Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend Interview
FPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.
Attendance Soars at FPA Retreat
It appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
At FPA Annual Gathering, Celebration and Resolve
At its annual gathering, the Financial Planning Association celebrated the 40th anniversary of the founding of the profession, complete with a new history of the...
FPA to Cut Costs to Match Revenue Shortfall
The FPA announced January 30 that its board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for its fiscal 2009-2010 year, which begins June 1, 2009.
Power of the Platform
Schwab, Fidelity, and Pershing have a new competitor, now that LPL Financial has taken what many consider to be the next logical step as the...
FPA Focuses on Future
"Building relationships and exploring possibilities," is how Mark Johannessen described his agenda as FPA president on a recent visit to the Investment Advisor offices in...
FPA Leaders Chart Path for Group's Expansion
Marv Tuttle, executive director of the Denver-based Financial Planning Association, says he is "ecstatic" at the outcome of the group's 2007 annual convention, held September...