FPA to collaborate on podcast as part of expanded NexGen effort

Financial Planning Association expects to increase offerings to younger advisers over next year.
SEP 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner, has produced more than 60 weekly episodes of the "You're a Financial Planner, Now What?" podcast. Each episode averages 45-minutes in length and features interviews with experts and other younger advisers who share their experiences, knowledge and practical advice. "FPA will work with FPA NexGen leaders and Ms. Moore to further develop the podcast and integrate the content throughout the association to support young financial planners and their desire to master both the practice and business of financial planning," the group said in a release. "This is just the beginning of an expanded next-generation effort that will be the focus at FPA in the coming year. The association will look to build on the great work of the FPA NexGen community, which has accomplished so much through their annual gathering, online community and local NexGen chapters," it said.

Latest News

JPMorgan tells fintech firms to start paying for customer data
JPMorgan tells fintech firms to start paying for customer data

The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.

FINRA snapshot shows concentration in largest firms, coastal states
FINRA snapshot shows concentration in largest firms, coastal states

The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.

Why advisors to divorcing couples shouldn't bet on who'll stay
Why advisors to divorcing couples shouldn't bet on who'll stay

Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives

With more than $13 billion in assets, American Portfolios Advisors closed last October.

William Blair taps former Raymond James executive to lead investment management business
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.