Displaying 193 results
FPA launches program to attract members from Ameriprise
An advocate questions whether the CFP credential's fiduciary obligation can apply in a firm where advisors are dually registered.
FPA taps Wealth Enhancement Group’s Brahim as president-elect
Brahim's 'leadership has been felt at all levels of the association,' says the 2023 FPA president, James Lee.
FPA rolls out welcome mat for alternative investments
A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.
Financial literacy trainings tripled in 2022, FPA says
April is Financial Literacy Month, a time to help local communities learn more about saving and investing.
FPA partnering to offer elder care planning program to its members
The Elder Planning Specialist Program is a 10-week online program that helps financial planners to meet the needs of aging clients.
FPA takes CFP Board at its word that it won’t crowd onto association’s turf
The CFP Board's decision to split itself into two nonprofits would allow it to establish a membership organization, but groups like FPA don't expect it to do so.
Industry groups get creative to gain political influence
The FPA used Jan. 6 to rethink its approach. Other associations use various methods to be heard.
James Lee begins term as 2023 FPA president
Lee plans to focus on advancing the FPA's mission of title protection for financial planners.
FPA honors three planners with awards
The ‘Heart of Financial Planning’ award to go to Shawn Jacobson, Mark Prendergast, Celeste Revelli.
FPA names Scott Kahan winner of its P. Kemp Fain Jr. Award
The planning veteran is being recognized for outstanding achievements in service to society, academia, government and professional activities.
FPA leader says exit from Financial Planning Coalition ‘not acrimonious’
CEO Patrick Mahoney hopes to work with the CFP Board and NAPFA in achieving legal protection for planning profession, even though it left the group over differences on the issue.
FPA creates certificate course in college planning
The Financial Planning Association's four-hour course is intended to help advisers assist families with education decisions.
As Covid cancels industry events, advisers weigh attending what’s left
FPA is cancelled, but Morningstar is still on track. The industry is on edge over how to proceed in the most responsible fashion possible.
FPA cancels annual conference in September
Citing a surge in the delta variant, the Financial Planning Association is offering registration refunds and providing advisers with access to free virtual presentations to earn CE credits.
Vaccines encouraged at most advisory firms — but not required
The industry has differing views on vaccine requirements. BNY Mellon Pershing will start requiring them next month, while Vanguard Group Inc. is offering cash rewards.
More advisers are planning to use crypto: FPA
More than a quarter of advisers indicated that they plan to increase their use or recommendation of cryptocurrencies over the next 12 months.
What advisers really want from the next in-person conference
More than a year of virtual events highlighted the appeal of quality content, and could change the look and feel of industry events that will now have to balance glitz, content, fees and virtual access.
Eileen Sharkey remembered as legendary financial planning pioneer
Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
Why virtual internships are here to stay
After adapting on the fly last year, financial advisers are embracing virtual internships as a more efficient way to train and recruit talent.
FPA appoints interim chief Patrick Mahoney as CEO
The national organization conducted a formal search process before announcing the latest appointment
