Marty Kurtz

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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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  Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall Meeting

  By John Sullivan, AdvisorOne  |  May 7, 2012

  A town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.

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  Financial Planning Week Delivers Advice to Those Who Most Need It

  By James J. Green, AdvisorOne  |  October 5, 2011

  Multiple Financial Planning Days are scheduled across the country in October, with volunteers from FPA providing pro bono advice to consumers.

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  At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges

  By John Sullivan, AdvisorOne  |  September 17, 2011

  The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.

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  FPA San Diego: President Kurtz Urges Planners to ‘Move On’ From Past Disagreements

  By John Sullivan, AdvisorOne  |  September 15, 2011

  FPA Experience 2011 kicked off in San Diego on Thursday with a plea from Marty Kurtz, this year’s president, to let bygones be bygones.

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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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  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.

• 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...

• 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

• The Psychology of Advice: Power Couple

  By Olivia Mellan  |  March 1, 2009

  Much has been made of the fact that baby boomers are nearing retirement age, but that doesn't mean boomers and their spouses will necessarily be...