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By Melanie Waddell, AdvisorOne |
May 2, 2012
In a recent wide-ranging interview with AdvisorOne, two of the top executives at the FPA, Marv Tuttle and Paul Auslander, talked about the top issues facing advisors.
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By Bob Clark, AdvisorOne |
February 1, 2012
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
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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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By James J. Green, AdvisorOne |
July 19, 2011
Executive Director Marv Tuttle says the financial planning community needs to be heard on this and similar issues 'in a much larger way.'
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By James J. Green, AdvisorOne |
May 26, 2011
Answers to questions about the world's second largest economy from advisors on the ground in China.
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By John Sullivan, AdvisorOne |
May 5, 2011
At FPA Retreat, leadership also addresses fiduciary standard, growth of women and finance community, and lobbying efforts.
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By James J. Green, AdvisorOne, Kathleen McBride, AdvisorOne |
March 2, 2011
The FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.
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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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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.
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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...