Displaying 193 results
FPA questions Finra B-D supervision rule
The FPA says the rule would add confusion and conflict regarding standards of accountability to the investor.
Free scorecard offered to indie advisers
The scorecard allows advisers to set financial goals and evaluate their progress compared with similar practices.
FPA, Rydex offer benchmarking tools
The FPA Practice Management Scorecard helps financial planners establish financial goals and evaluate their progress.
Save, don’t spend, FPA chief says
“It’s strangely ironic that Washington is telling Americans to ... spend to help save our ... economy,” said Mark Johannessen.
FPA names Salmen president-elect
Richard Salmen is a senior vice president and senior adviser with GTrust in Overland Park, Kan.
FPA presents virtual learning sessions
The educational courses are free to members and between $69 and $99 each for non-members.
FPA casts wary eye on principal trades
The FPA today issued a consumer brochure describing the “potential, looming problem” with principal trades by brokers.
Laserfiche presents Intuition Pro
Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system.
SmartDraw debuts graphics software
SmartDraw.com launched SmartDraw 2008, the company’s latest version of business graphics software.
Consider ‘integrated housing’ says planner
Seniors may want to sell their homes and move in with relatives as a way to reduce overhead expenses.
FPA to rev up membership drive
The association will expand its focus to include professionals that operate on the fringes of the planning industry.
FPA announces online seminars
The Financial Planning Association announced that it will host seven online Virtual Learning Center sessions next month.
New lobbyist for ‘aggressive’ FPA
The Financial Planning Association today named Daniel J. Barry as its top Washington lobbyist.
