Displaying 31 results
What does it take to grow organically in the wealth arena?
Study conducted by Janus Henderson Investors and the Financial Planning Association suggests six keys to practice success.
FPA, CFP Board diverge on DOL investment advice proposal
While the CFP Board supports the proposal, the FPA has expressed concerns about the DOL rule potentially raising compliance costs for members, increasing the cost of advice and reducing access to advice for some.
Portals are good for clients and for you, FPA study reveals
Financial planners and the right tech can be a powerful combination.
Bill to allow use of 529 funds for advisor credential courses gains more support
More certified financial planners will help more people make better decisions with their money, says advisor.
CFP Board opposes FPA on title protection effort
CFP Chair Kamila Elliott said the current political environment would make it too difficult to obtain legal recognition of financial planning.
Advisers should look to alts to attract high-net-worth clients
But they need to be aware of stepped-up regulatory scrutiny of complex products, an expert tells advisers at the Financial Planning Association annual conference.
CFP Board to launch review of competency standards for credential
The panel will conduct the first comprehensive assessment of the education, examination, experience and continuing education requirements related to the CFP mark.
FPA leader calls title protection top advocacy priority for years to come
The organization representing financial planners wants to obtain legal recognition of the profession, a process that could involve a long, winding road through state and federal legislatures.
Kane voted FPA 2023 president-elect
George Fernández was elected to replace Kane as the Financial Planning Association's treasurer.
FPA to push for ‘financial planner’ title protection
Legal recognition of the title is 'a critical step in recognizing financial planning as a distinct, essential profession,' the organization said.
Advisers’ ESG use could be at tipping point: Survey
A Financial Planning Association survey finds rising rates of advisers planning to increase and decrease ESG use this year.
FSI, FPA fight state-level taxes on financial advisers
A bill in Tennessee would eliminate a privilege tax levied on investment advisers. A proposal to tax financial advice was stopped in Kentucky.
Taxing financial planning services is not the answer
Proposed legislation in Kentucky that would tax services including financial planning and investment management could significantly harm the way Kentuckians save and plan for retirement.
Financial Planning Association taps Carson Group to be its official coach
The three-year partnership provides FPA members with access to services including Carson Coaching's online platform and its on-demand coaching.
Advisers aid widows, fire victims, domestic violence survivors through pro bono work
The Financial Planning Association says its members increased the hours they spent providing services to at-risk populations by 18% last year.
James Lee is FPA’s 2022 president-elect
Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.
FPA to use inclusion program developed by Latino group
Financial Planning Association members who complete the nine-hour course will receive an electronic badge to add to their LinkedIn profiles.
FPA launches second virtual externship program
More than 900 students, career changers and current practitioners are enrolled in the eight-week program.
RIA Digital Assets Council launches certificate in blockchain, Bitcoin
Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman.
Virtual internship > traditional internship
'Once seen as potential casualties of a pandemic-altered work environment, summer internship programs have emerged as one of the shining success stories across financial services,' according to InvestmentNews columnist Jeff Benjamin.
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