Displaying 31 results
Planners increased pro bono work 7% during pandemic
CFP holders helped 7,839 underserved individuals last year, the Financial Planning Association says.
Skip Schweiss becomes FPA president
The former executive at TD Ameritrade will lead the planning group this year
FPA names Dennis J. Moore 2021 president-elect
Moore, chief operating officer for Dallas-based Quest Capital Management, is currently completing a three-year term on FPA's board
Financial planning profession making great strides to develop diversity
While the industry's efforts are admirable, there is still more that firms can do
Skip Schweiss latest exec to depart TD Ameritrade
The company has seen two high-profile exits in as many weeks ahead of the $26 billion Schwab acquisition
Advice groups push for tax break for fees in next stimulus package
Senate Finance Committee spokesperson says that it's ‘too early to know what the legislation might encompass’
Planners offer pro bono services amid market crash, COVID-19
The Financial Planning Association has launched a directory of CFPs who are volunteering their services
FSI’s top advocacy priorities in 2020
The tax treatment of financial services and reducing burdens on advisers' business entities are among the items FSI will be focusing on this year
Empathy is at the center of FPA advocacy in 2020
The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
Reg BI allows brokers doing planning to avoid becoming fiduciaries: FPA
Group files amicus brief in support of lawsuits seeking to overturn regulation
Skip Schweiss of TD Ameritrade elected 2020 president of FPA
Financial Planning Association also elects four new board members
