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By Joyce Hanson, AdvisorOne |
April 24, 2013
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
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By James J. Green, AdvisorOne |
April 24, 2013
She reported an uptick in CFP holders renewing their FPA membership as the group continues to focus on finding “operational efficiencies.”
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By Melanie Waddell, AdvisorOne |
January 21, 2013
Bolstered by another four years in her position under a re-elected Obama administration, Phyllis Borzi is adamant that EBSA’s fiduciary rule will see the light of day this year.
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By Melanie Waddell, AdvisorOne |
December 19, 2012
Three key Washington heavyweights will have a crucial role in advisors’ lives next year: Elisse Walter, the new SEC chairman; Rep. Jeb Hensarling, the incoming House Financial Services chairman; and Phyllis Borzi, at the DOL’s EBSA.
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By James J. Green, AdvisorOne |
November 16, 2012
Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.
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By John Sullivan, AdvisorOne |
November 2, 2012
At the outset of its Chapter Leaders Conference in Denver beginning Friday, the Financial Planning Association elected three new members to its board of directors.
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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 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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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.