Articles tagged "FPA"
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The FPA takes 'legal' action to purge 'planner' charlatans from the RIA business -- a plan certain to 'divide' members but align it with its chief gadfly, Michael Kitces
Despite opposition from at least 4% of its own members, the Financial Planning Association is seeking to quash quackery by making it illegal for a product salesman to get labeled as a planner -- a fight that Nerd's Eye View took up last year.
July 22, 2022 at 1:30 AM
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
FPA soldiers through CFP Board tension at its 2018 national event
It's technically a small dispute with the CFP Board but any rift is big when it's your Siamese twin
October 11, 2018 at 3:51 AM
The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board
Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital
October 9, 2017 at 7:57 PM
The FPA finally puts on a better CFP face and she lights up the hall in Baltimore
Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes
September 17, 2016 at 12:24 AM
Stealing the FPA show, 'rock star' Marcia Wagner sounds four-alarm fire drill on DOL's onrushing fiduciary rule -- especially one arising from a stumper of a rollover provision
Is there more than one way to be a fiduciary? Yup. Think the rule doesn't apply to your non-401(k) practice and won't affect your fees? Think again, warned the lawyer at the FPA conference in Boston
October 1, 2015 at 9:24 PM
A palpable camaraderie accrues in Boston as FPA provides support group for lonely CFPs and the atomized niche firms that serve them
There were RIAs and IBDs galore -- but no wirehouse reps -- on hand for a much-anticipated robo slug-out between Kitces and Sokolin
September 29, 2015 at 8:27 PM
Passing on the NFL draft, Cardale Jones has a better idea: Study to become a financial planner
The Ohio State quarterback won the National Championship, humiliating the opposition, and doing it all after being relegated to third string
January 16, 2015 at 8:25 PM
An advertiser's-eye view of what the new-look FPA looked like in Seattle
The Denver-based association showed signs of diminished draw but mostly offset by a stunning presence of youth and start-up exhibitors
September 24, 2014 at 8:49 PM
The FPA is now brought to you by MetLife, for better or worse
The insurer's cash is the good news but some see it as tainted money
April 23, 2014 at 5:42 AM
Lauren Schadle shows mettle as FPA stakes out turf in skirmish with CFP Board at its national conference in Orlando
Despite a no-show Phyllis Borzi, the FPA Experience was a substance-filled event in which the organization sought to redefine and reclaim its soul
October 22, 2013 at 5:00 PM
FINRA's scandalous litany of failures and its efforts to redefine the true fiduciary standard out of existence
Our one-man think tank continues his scathing indictment of the SRO's disingenuous and downright fraudulent practices
July 17, 2013 at 3:10 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
