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By James J. Green, AdvisorOne |
November 15, 2012
Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
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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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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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By James J. Green, AdvisorOne |
August 21, 2012
As CEO Marv Tuttle’s planned resignation is moved up, top deputy and FPA veteran Lauren Schadle will assume the top spot in October.
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By Bob Clark, AdvisorOne |
November 9, 2011
While the FPA is still struggling to overcome its trade association roots, the bigger picture is that it’s moving in the right direction on many fronts.
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By Kara P. Stapleton |
August 19, 2008
The Financial Planning Association has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award.
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By Staff Writer |
January 13, 2004
Tuttle of Journal of Financial Planning becomes new executive director
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By Editorial Staff |
May 1, 2003
Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...