FPA

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  At FPA Retreat, a Focus on the Future of Financial Planning

  By James J. Green, AdvisorOne  |  May 4, 2011

  FPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'

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  Senate to Vote on Patent Reform; FPA Says Axe Tax Strategy Patents

  By Kathleen McBride, AdvisorOne  |  February 7, 2011

  Upcoming vote to ‘eliminate tax strategy patents’ a plus for planners and taxpayers, FPA says.

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  Paul Auslander Named 2011 FPA President-Elect

  By John Sullivan, AdvisorOne  |  November 5, 2010

  'Continuing to advance the fiduciary standard' will be major initiative

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  FPA Denver Takeaway: Dodd-Frank; Finding Clients; Cautious Optimism on Markets

  By James J. Green, AdvisorOne  |  October 13, 2010

  The annual FPA meeting, this year in the FPA's hometown of Denver, concluded Oct. 12, and by most measures it was a success, just as the FPA itself has been a success in its 10th year of existence.

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  FPA’s Denver Conference to Kick Off Pro Bono Effort

  By Marlene Y. Satter, AdvisorOne  |  October 8, 2010

  The annual conference of the FPA begins Saturday in Denver to launch "Financial Planning Days," a pro bono effort to bring financial planning to the general public.

• FPA Announces Heart of Financial Planning Award Recipients

  By Willette Francis  |  August 13, 2010

  The Financial Planning Association (FPA) is awarding eight recipients its 2010 Heart of Financial Planning Awards for their extraordinary work, contribution and giving back to the financial community and the public, FPA announced Monday, August 9.

• FPA, Coalition for Financial Planning Remain Upbeat

  By James J. Green, AdvisorOne  |  June 1, 2010

  "People on the Hill know what financial planning is now," says Tom Potts, president of the Financial Planning Association (FPA), and while it may "take...

• Long-Term Progress Reported by Financial Planning Coalition

  By James J. Green, AdvisorOne  |  June 1, 2010

  Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...

• Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend Interview

  By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne  |  May 22, 2010

  FPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.

• As Membership Growth Resumes, FPA Looks Inward and to Washington

  By James J. Green, AdvisorOne  |  April 25, 2010

  At annual Retreat, talk of PACs, residency programs, and being heard in DC