New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
FPA in China: Expectations Exceeded; Hospitality Unmatched
Reflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
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.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part II
The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part I
The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.
As Membership Growth Resumes, FPA Looks Inward and to Washington
At annual Retreat, talk of PACs, residency programs, and being heard in DC
Financial Planning Coalition Continues to Push for Fiduciary Standard
Quest to make financial planning a profession continues.
Financial Planning Coalition Busts Myths
The Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession.
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...
Teaming Up for Change
The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...