Articles tagged "Financial Planning Association"
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The 2021 RIA event comeback collapses as FPA, 'Invest In Others' and T3 cancel in-person events, but WealthStack, Riskalyze and SALT won't be deterred
Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.
August 24, 2021 at 11:27 PM
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
August 2, 2019 at 12:48 AM
Michael Kitces and FPA enter uneasy truce after Kitces apologizes and FPA publishes its audited financials
Skip Schweiss played mediator after latest Kitces-FPA spat got nasty; Kitces used the word 'fraud' (albeit not alleged) in regard to what turned out to be a simple accounting change that outsiders couldn't see
April 4, 2019 at 2:57 AM
Advisors talk over the future of financial planning at FPA Experience 2011
Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools
September 21, 2011 at 12:00 AM
Schwab to pump millions of dollars into promoting RIAs as a channel
Bernie Clark tells crowd at national FPA conference that it's not about Schwab
September 16, 2011 at 8:42 PM
Mississippi lawyer Mercer Bullard volunteers to form an RIA SRO and nobody's laughing it off
IAA won't join forces; annual cost to run an SRO could top $150 million
March 10, 2011 at 5:37 AM
What one advisor's letter to her son reveals about Americans' attitudes toward money
The financial crisis may have opened the door to money-talk -- and raises questions about advisors' responsibilities
February 25, 2011 at 2:56 PM
Revised amendment aims to heal breaches in advisor community
New oversight for financial planners may be tougher for Senators to vote against because it is seen as pro-consumer
March 19, 2010 at 7:32 PM
Proposal would sweep RIAs, planners, brokers into one huge regulatory pool (Updated)
New board promoting the fiduciary standard would oversee 75,000
