2017 FPA Annual Conference
October 13, 2017 | Runtime: 5:19
With advisers searching for new strategies to help retirees, can reverse mortgages be the answer? Becky Bell of Longbridge Financial explains how advisers can use these investment vehicles to create retirement income.
October 13, 2017 | Runtime: 2:11
What’s next for behavioral finance? Bernard Del Ray, the CEO and founder of Capital Preferences offers some unique ideas from the 2017 FPA Conference in Nashville.
October 06, 2017 | Runtime: 2:24
Sponsored by the CFP Board, Ameriprise Financial and FPA, students from some of the top financial planning colleges nationally descended on the FPA Annual Conference to compete in the 2017 Financial Planning Challenge. Here's an inside look.
October 05, 2017 | Runtime: 2:49
The decision-making part of your brain, the subconscious, makes 90% of our decisions, but it isn't programmed to save. Ted Klontz, an associate professor at Creighton University explains the uphill battle advisers face in training the brain.
October 05, 2017 | Runtime: 3:31
Whether you're a football coach or an adviser, trust is everything. Phil Fulmer, the second-winningest football coach in the history of the University of Tennessee, says trust is earned in the best of times but essential in the worst of times.
October 05, 2017 | Runtime: 2:55
An adviser's value should not be measured by how he or she is paid, according to Shannon Pike, president of the Financial Planning Association. So how should an adviser's worth be measured?
October 05, 2017 | Runtime: 4:44
With shortages in the advisory ranks, what is on the Financial Planning Association's agenda for 2018? The organization's incoming president, Frank Paré, explains his plan and his biggest challenges ahead.
October 04, 2017 | Runtime: 7:45
What is the current value of a financial adviser? Where does an adviser deliver the most value? Brad Jung of Russell Investments offers a unique perspective (and a formula) to answer these questions.
October 04, 2017 | Runtime: 4:22
With market conditions being tumultuous, investors need help in order to remain on course. Chris Davis of Davis Advisors explains how his firm is keeping clients moving forward no matter what markets do.
October 04, 2017 | Runtime: 3:41
With so much attention on Baby Boomers and Millennials, Generation X has largely been ignored by financial advisers. Tony Stich of Advicent explains a few strategies on why and how to reach this group of investors.