Displaying 193 results
FPA tries to move on from messy divorce with New York chapter
The organization set up a new group, the FPA of Metro New York, which is in the process of establishing a board of directors.
Supreme Court nominee Brett Kavanaugh voted to strike down ‘Merrill Rule’
Kavanaugh voted against "Merrill Rule" in 2007 D.C. Circuit Court of Appeals case.
Financial challenges remain for LGBTQ Americans
PridePlanners has fully integrated with the Financial Planning Association to broaden the knowledge for serving this community.
Financial planners push to add restrictions on use of term in SEC advice proposal
Financial Planning Association sends 85 members to Capitol Hill.
The emperor of financial planning has no clothes
The Financial Planning Association is trying to be too many things to too many people.
FPA tries to calm waters made turbulent by New York chapter ‘dysfunction’
Concurrent concern brewing over a pilot program being beta-tested through next year, possibly longer.
FPA terminates relationship with New York chapter amid allegations of ethical lapse, retaliation
Devika Kamboh, president of the New York chapter's board, described "nefarious" activities among its directors, and said the national Financial Planning Association suggested she overlook the potential violations.
Women’s History Month: Celebrating the women of financial planning
More needs to be done to ensure the industry and profession are open and welcoming to female professionals.
Frank Paré assumes role as FPA president
The first African-American to hold the post says he's leading the organization during a period of great change.
FPA to collaborate on podcast as part of expanded NexGen effort
Financial Planning Association expects to increase offerings to younger advisers over next year.
Fiduciary advocates press CFP Board for specifics on standards changes
Meanwhile, few brokerages and their trade associations, which blasted the DOL's fiduciary rule in comment letters, are responding to the CFP Board's proposal.
Industry groups opposing DOL fiduciary rule maximize spending on author of bill to kill measure
Brokerage industry dominates investment-adviser sector in political, lobbying spending.
Dick Wagner remembered for passionate pursuit of life planning
Planner encouraged generations of advisers to focus on the person, not their investments.
Financial Planning Coalition: DOL fiduciary rule delay harms investors, violates regulatory requirements
Delaying the Department of Labor’s fiduciary rule would harm investors and violate regulatory requirements, groups representing investment advisers…
Campaign spending up among advice groups
Brokerage, insurance and mutual fund groups spend more money than investment advisers in quest to gain the ear of lawmakers on both sides of the political aisle.
Adviser groups boost political spending to gain Capitol Hill influence
At least four trade associations reached their highest levels of donations in this election cycle, the FEC reports.
FPA seeks more influence over CFP Board, regulators by creating advisory council
New six-member panel will take input from members regarding concerns about groups that formulate policies affecting planners.
Brokerage groups’ higher spending on lobbying doesn’t kill DOL fiduciary rule
Despite heavily outspending investment adviser groups on lobbying lawmakers in the second quarter, industry trade associations didn't succeed in a key goal.
Adviser, insurance groups step up spending on political campaigns
Some have a board mandate to shell out more, while others have been encouraged by seeing their donations enhance their lobbying efforts.
FPA redesigns search platform to increase planners’ online visibility
Refurbished PlannerSearch is meant to be more than a search engine to generate leads; it seeks to highlight members' online personalities.
