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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 |
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 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 John Sullivan, AdvisorOne |
October 1, 2012
“Why shouldn’t there be an uncomfortably high barrier to entry for those that handle the finances of hardworking men and women?” Auslander said.
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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 Melanie Waddell, AdvisorOne |
May 22, 2012
I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.
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By John Sullivan, AdvisorOne |
May 7, 2012
Paul Auslander, president of the FPA, sat with AdvisorOne to discuss the organization’s new practice management track.
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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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By John Sullivan, AdvisorOne |
May 6, 2012
At the 2012 FPA Retreat, Tuttle announced his planned departure from the organization in 2014.