Financial Planning Association

• 

  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

• 

  In Shakeup, FPA Outsources Washington Lobbying Efforts

  By James J. Green, AdvisorOne  |  November 16, 2012

  Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.

• 

  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

• 

  CFP Board Business Meeting Addresses Goldfarb Resignation

  By Melanie Waddell, AdvisorOne  |  November 13, 2012

  The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.

• 

  To Thwart SRO Bill, Coalition Is Pressing for Senate User Fees Bill

  By Melanie Waddell, AdvisorOne  |  November 9, 2012

  Nystrom of NAPFA: the Financial Planning Coalition is 'seeing where our strengths are' in the Senate to ensure a user fees bill gets introduced in 2013.

• 

  After Obama Victory, How the New Government Is Shaping Up for Advisors: Updated

  By James J. Green, AdvisorOne  |  November 7, 2012

  Some notable newcomers—Elizabeth Warren, for one—join Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.

• FPA Board of Directors Announces New Members For 2013

  By John Sullivan, AdvisorOne  |  November 2, 2012

  At the outset of its Chapter Leaders Conference in Denver beginning Friday, the Financial Planning Association elected three new members to its board of directors.

• 

  Advice Industry Helps With Sandy Relief

  By John Sullivan, AdvisorOne  |  November 2, 2012

  Financial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.

• 

  Should Advisors Run for Office?

  By Kenneth Silber, Research  |  October 24, 2012

  FPA head Paul Auslander recently argued advisors should get more interested in public office. Why, though, has the interest been so modest to begin with?

• 

  Successful Wealth Transfer Demands Strong Relationship Management

  By Robert Fiore, Private Client Resources  |  October 23, 2012

  Beyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.