The Financial Planning Association will host its annual conference online next month, joining other financial firms and trade groups in avoiding large in-person gatherings during the COVID-19 pandemic.
The FPA meeting will now take place digitally from Sept. 30 through Oct. 2. It had been scheduled for the Phoenix Convention Center.
The organization, which calls the conference “the largest annual gathering of certified financial planners,” said participants will be able to tune into an array of sessions and earn continuing education credits. Financial professionals can register online.
“It’s more imperative than ever that financial planners advance their knowledge and build connections to help them sustain and build their practices and meet the needs of clients during these uncertain times,” FPA president Martin C. Seay said in a statement. “In spite of challenges we’ve faced as a result of the pandemic, I’m excited the financial planning community will be able to come together digitally to have thought-provoking conversations, share experiences and discover new ideas so we can change the tomorrows of our members and those they serve.”
State securities regulators also have moved their annual conference online next month online. The North American Securities Administrators Association will install a new president — Lisa Hopkins, West Virginia senior deputy commissioner of securities — and offer panels on regulatory and enforcement developments on Sept. 1 and Sept. 2.
The FPA and NASAA are the latest organizations to go virtual for their annual meetings. They follow LPL Financial, Morningstar and Charles Schwab Corp., among others, who also opted for digital gatherings.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.