Financial Planning Association

• 

  The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls

  By Editorial Staff  |  May 13, 2013

  Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.

• 

  FPA’s Man in Washington Speaks of Planner Group’s Priorities

  By James J. Green, AdvisorOne  |  May 9, 2013

  At FPA Retreat 2013, Daniel Penchina voices optimism on SEC user fee legislation; vows more help for state FPA associations.

• 

  Schwab’s Sonders: Middle America Is My Favorite Emerging Market

  By Joyce Hanson, AdvisorOne  |  May 1, 2013

  "Someone asked me in a Q&A, 'What’s your favorite emerging market?’ and ‘Middle America’ was what came out of my mouth,” Sonders said at the FPA-New York annual summit.

• 

  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• 

  FPA Makes Two Big Pushes in Washington

  By Melanie Waddell, AdvisorOne  |  April 26, 2013

  The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.

• 

  FPA Outsources Pro Bono Work to Foundation for Financial Planning

  By Joyce Hanson, AdvisorOne  |  April 24, 2013

  The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.

• 

  FPA CEO Schadle Says Membership Has ‘Stabilized’

  By James J. Green, AdvisorOne  |  April 24, 2013

  She reported an uptick in CFP holders renewing their FPA membership as the group continues to focus on finding “operational efficiencies.”

• 

  NASAA to Push SEC User Fees, ‘Stay On Guard’ Against FINRA SRO

  By Melanie Waddell, AdvisorOne  |  March 5, 2013

  Chief among state securities regulators’ legislative agenda this year will be pushing SEC user fees, not a FINRA SRO, to better regulate advisors, NASAA President Heath Abshure said Tuesday.

• 

  Ketchum’s Big SRO Omission

  By Melanie Waddell, AdvisorOne  |  February 25, 2013

  Richard Ketchum, CEO of FINRA, omitted a crucial detail in a recent interview he gave.

• 

  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.