Displaying 193 results
FPA raises most campaign funds ever at single reception at annual conference
Organization seeks more support from members for political efforts.
FPA raises most campaign funds ever at single reception at annual conference
Organization seeks more support from members for political efforts.
FPA study: Financial planners don’t plan for their own future
The sector risks being left behind as client demands change.
FPA study: Financial planners don’t plan for their own future
The sector risks being left behind as client demands change.
Leading financial planning organizations agree to promote pro bono work
CFP Board, FPA, Foundation for Financial Planning and NAPFA agree on steps that will establish pro bono financial planning as a critical element of the profession.
Brokerage industry groups dominate campaign spending out of the gate for 2020 cycle
Political donations cross the aisle as lobbyists try to make friends on both sides.
FPA issues final, curtailed plan to reshape chapters
Group confirms it won't dissolve local chapters, and will begin transition with two-year beta test.
CFP Board may make decision this week on delaying enforcement of fiduciary standard
Trade groups asking for delays or softer versions of the new code for CFP holders.
Advisers, experts either hate SEC advice reforms or love them
Reactions range from 'a major win' to 'a catastrophe.'
FPA backs away from controversial plan to merge chapters
The group is no longer seeking to dissolve local chapters as separate legal entities.
FPA butts heads with Michael Kitces over $8 million in ‘missing’ funds
A Kitces blog post implying potential fraud and embezzlement triggers a biting FPA response.
CFP Board chief executive Kevin Keller joins $1 million compensation ranks
Other seven-figure earners include top executives at ICI, SIFMA.
Again, SIFMA spent most money in financial services industry lobbying lawmakers
The trade association representing major brokerage firms spent $6.6 million in 2018.
OneFPA frees up chapters
The Financial Planning Association's move to relieve its chapters of many operational responsibilities will allow them to focus on delivering an exceptional experience for members.
FPA overhauls its structure to combat 'dysfunction’
The group is altering how it works with local chapters to combat 'dysfunction' and remain relevant, officials say.
FPA welcomes conference attendees with #MeToo notice
Annual meeting includes new harassment policy aimed at avoiding uncomfortable situations.
New FPA survey reveals characteristics of top advisers
'Behavioralists' outpace their colleagues in such areas as net client growth rates and referrals.
FPA splits with CFP Board over state regulation of financial planners
FPA seeks policy influence at state, federal levels; CFP Board thinks states should not get involved, and NAPFA agrees.
How advisers can help cancer patients tackle financial distress
The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign
Disclosures in SEC advice rule confuse, mislead investors, advocacy groups say
Testing by Financial Planning Coalition, Consumer Federation of America and AARP uncovers problems.
