FPA

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  Futurist Lowell Catlett Closes FPA Retreat With Laughs

  By John Sullivan, AdvisorOne  |  May 7, 2013

  Catlett claims the price of eating and owning a home has never been lower.

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  CFP Board’s CE Plan Rattles FPA Retreat Attendees

  By John Sullivan, AdvisorOne  |  May 5, 2013

  The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.

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  Publish and Perish?

  By Bob Clark  |  April 29, 2013

  Do we really need another book about financial planning?

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  Low Investor Confidence: An Opportunity for Independent Advisors

  By Bob Clark, AdvisorOne  |  April 10, 2013

  As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Good News, Bad News: Findings of the Financial Planning Coalition Survey

  By Bob Clark, AdvisorOne  |  March 27, 2013

  The findings of the Coalition survey of investors suggest some troubling undercurrents that the profession and the media should address.

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  Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says

  By Marlene Y. Satter, AdvisorOne  |  January 11, 2013

  Women managing hedge funds provide higher returns, a Rothstein Kass report found. Also, Security Benefit Corp introduced a next-generation fixed annuity.

• The Jaws of Defeat

  By Bob Clark, AdvisorOne  |  December 21, 2012

  Taking time out over the holidays to reflect on the past year has become one of my favorite exercises.

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  How Do You Define Wealth Management? IMCA Responds

  By John Sullivan, AdvisorOne  |  November 17, 2012

  What is wealth management, and what do professionals who call themselves wealth managers actually do?

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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.