Financial Planning Coalition

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  Bachus Reintroduces SRO Bill

  By Melanie Waddell, AdvisorOne  |  May 22, 2012

  House Financial Services Chairman Spencer Bachus reintroduced in late April his draft bill calling for a self-regulatory organization (SRO) for advisors.

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  Busy Agenda for FPA, Starting With Membership Drop

  By Melanie Waddell, AdvisorOne  |  May 22, 2012

  I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.

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  NAPFA Names Ron Rhoades Chairman

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  On opening day of the 2012 NAPFA annual conference in Chicago, outgoing chairwoman Susan John named Ron Rhoades to succeed her as head of the fee-only planners group.

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  Bachus, McCarthy Introduce SRO Redraft

  By Melanie Waddell, AdvisorOne  |  April 25, 2012

  House Financial Services Chairman Spencer Bachus reintroduced on Wednesday his draft bill calling for an SRO for advisors—one week after industry sources told AdvisorOne that an SRO bill was imminent.

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  Protecting the Public: After Fiduciary, Competence Is Next Frontier

  By Michael E. Kitces  |  March 8, 2012

  Notwithstanding some of the successes of the Financial Planning Coalition in pushing forward the fiduciary battle in Washington, requiring all advisors to act in the best interests of their clients is still an uphill fight.

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  The Regulator of Last Resort

  By Bob Clark, AdvisorOne  |  February 1, 2012

  Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”

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  What’s in a Name? Should the FPA Consider a Facelift?

  By Bob Clark, AdvisorOne  |  November 15, 2011

  Words can be powerful. So is 'financial planner' the right name to describe advisors who provide comprehensive advice?

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  At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges

  By John Sullivan, AdvisorOne  |  September 17, 2011

  The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.

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  At FPA San Diego, CFP Board Says 'Choice' Argument Against Fiduciary Standard Is ‘Baloney’

  By James J. Green, AdvisorOne  |  September 16, 2011

  Board leadership says SEC should move forward with uniform fiduciary standard rulemaking; will expand public awareness campaign from print to NPR.

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  PR Primer

  By Bob Clark, AdvisorOne  |  August 24, 2011

  I don’t belong to AARP, although I more than qualify and they’ve been sending me membership forms for years.