You Can Leave Your Hat(s) On: Two Fiduciary Standards?
Creating two fiduciary standards would do nothing to reduce the current state of investor confusion; the real losers would be retail investors.
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.
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.
At FPA Denver, Succession Planning Is Top of Mind
Financial Planning Association president Tom Potts opened the organization annual conference in Denver on Saturday by noting the amount of older planners looking to retire and the new infusion of younger individuals entering the business.
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...
Long-Term Progress Reported by Financial Planning Coalition
Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...
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.
Financial Planning Coalition Reports Success and a Champion in the Senate
Despite lack of fiduciary standard in Dodd bill, group will continue to battle