4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
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.
Should Advisors Run for Office?
FPA head Paul Auslander recently argued advisors should get more interested in public office. Why, though, has the interest been so modest to begin with?
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.
FPA’s Auslander: Stop Complaining and Get Involved
“Why shouldn’t there be an uncomfortably high barrier to entry for those that handle the finances of hardworking men and women?” Auslander said.
FPA Names Janet Stanzak Its 2013 President-Elect
The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."
Big Shift at FPA: Tuttle Steps Down, COO Schadle Steps Up
As CEO Marv Tuttle’s planned resignation is moved up, top deputy and FPA veteran Lauren Schadle will assume the top spot in October.
Busy Agenda for FPA, Starting With Membership Drop
I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.
FPA’s Auslander Describes New Practice Management Track
Paul Auslander, president of the FPA, sat with AdvisorOne to discuss the organization’s new practice management track.