FPA

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  FPA Leadership Describes Future in Wake of Tuttle Retirement

  By John Sullivan, AdvisorOne  |  October 1, 2012

  A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.

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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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  Worst-Case Scenario Is Diluted Fiduciary Standard: TD’s Nally

  By James J. Green, AdvisorOne  |  May 11, 2012

  At NAPFA National, the new head of TDAI made the case for RIAs, younger advisors and female clients, but fretted about Dodd-Frank implementation, and urged advisors to “focus on running a business.”

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  Who Needs Ya, Baby?

  By Bob Clark, AdvisorOne  |  March 26, 2012

  Recently, fi360 CEO Blaine Aikin wrote a column for InvestmentNews about the AICPA’s Code of Professional Conduct.

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  AICPA PFP: The ‘Other’ World of Financial Planners

  By Michael E. Kitces  |  February 7, 2012

  Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.

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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.”

• A Tipping Point?

  By James J. Green, AdvisorOne  |  November 1, 2011

  It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.

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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.

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  Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part II

  By James J. Green, AdvisorOne  |  May 19, 2011

  The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.

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  Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part I

  By James J. Green, AdvisorOne  |  May 19, 2011

  The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.