Dan Moisand

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  Advisors Big and Small Hitch on to Branding Trend

  By Joyce Hanson, AdvisorOne  |  February 8, 2013

  From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.

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  FPA in China: Why It Matters for Investors, Clients and, Most Important, Advisors

  By James J. Green, AdvisorOne  |  May 26, 2011

  Answers to questions about the world's second largest economy from advisors on the ground in China.

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  Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part II

  By James J. Green, AdvisorOne  |  May 19, 2011

  The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.

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  Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part I

  By James J. Green, AdvisorOne  |  May 19, 2011

  The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.

• A Battle Won, not the War

  By James J. Green, AdvisorOne  |  May 1, 2007

  It's hard not to celebrate the Financial Planning Association's big win over the SEC in a federal appellate court as an instance of David slaying...

• Federal Court Rules in Favor of FPA

  By Robert F. Keane  |  March 30, 2007

  federal appeals court has ruled in favor of the Financial Planning Association in its suit to overturn the SEC exemption from fiduciary responsibility for broker/dealer reps known as the "Merrill Lynch rule." In a statement following the ruling, the FPA characterized the decision as a victory for consumers and urged...

• The Conference Season

  By James J. Green, AdvisorOne  |  December 1, 2006

  The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart--The...

• Shifting Tides

  By David J. Drucker  |  December 1, 2006

  In Research's June 2006 issue, the article "Going Independent" taught us that the financial services industry continues to attract new entrants. The industry segment showing...

• Hail to the Chief-Elect

  By Staff Writer  |  November 21, 2006

  Mark Johannessen, managing director of Sullivan, Bruyette, Spero & Blayney in McLean, Virginia, has been named President-Elect of the Financial Planning Association for 2007. As such, he will become president of the FPA in 2008, when President Nick Nicolette becomes chairman, replacing the FPA president for 2006, Dan Moisand.