Financial Planning Association

• 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.

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  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.

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  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?

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  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.

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  Obama vs. Romney on Regulation: DOL Fiduciary DOA? Yes or No to SRO? Borzi Gets Boot?

  By Melanie Waddell, AdvisorOne  |  October 18, 2012

  While the regulatory and legislative landscapes remain sketchy until after the election, industry officials say there are some sure bets advisors can count on.

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  Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years

  By Bob Clark, AdvisorOne  |  October 2, 2012

  Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.

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  FPA’s Auslander: Stop Complaining and Get Involved

  By John Sullivan, AdvisorOne  |  October 1, 2012

  “Why shouldn’t there be an uncomfortably high barrier to entry for those that handle the finances of hardworking men and women?” Auslander said.

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  FPA Names Janet Stanzak Its 2013 President-Elect

  By James J. Green, AdvisorOne  |  September 29, 2012

  The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."

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  FPA Announces Award Winners

  By Marlene Y. Satter, AdvisorOne  |  September 28, 2012

  Among the winners is David King, who will be honored posthumously for his visionary devotion to the development of the financial planning movement as an established profession.

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  As Congress Keeps SEC Budget Flat, SRO Specter Still Lurks

  By Melanie Waddell, AdvisorOne  |  September 24, 2012

  Before breaking for recess, Congress passed early Saturday a continuing resolution that would nearly flat-line the SEC's budget, renewing worries that a House bill calling for an SRO for advisors will be revived next year.