FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Partner and Vendor Decisions: Do’s & Don’ts
DO clarify in writing the purpose and ideal outcomes of any changes you are considering. DON’T settle for an IT partner that never speaks your language.
How Advisors Are Wasting Money, and How to Stop It
Too many advisory firms waste money. Here’s how to get fintech and other operational changes done right (the first time).
Mark Tibergien Looks to the Future of RIAs
Readers voted Tibergien the industry's most influential person (ahead of Warren Buffett). In an interview, he reflects on the state of the RIA business model.
Creating Client Events That Aren’t a Waste of Time
Your clients are vulnerable to the unknown as they transition through new life stages; well-planned events can help you meet their needs.
Runaway CEOs: The Billion-Dollar Question
To grow to $1 billion in assets, an owner-advisor must decide: Do I want to become CEO?
Want Clients? Use ‘Little Data’ to Get Big Results
How to use small amounts of data and Google Maps to create great outcomes for both your CRM system and advisory practice.
FPA Partners With TD Ameritrade to Boost CFP Content
The new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.
Rep. Wagner Introduces Bill to Kill DOL Fiduciary Rule
The Protecting Access for Small Savers Act keeps fiduciary rulemaking at the SEC.
Businesses Begin Filing Class Actions Against Equifax
Consumers aren’t the only ones suing over the Equifax data breach.