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By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne |
May 22, 2010
FPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.
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By James J. Green, AdvisorOne |
April 23, 2010
It appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
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By James J. Green, AdvisorOne |
November 1, 2009
At its annual gathering, the Financial Planning Association celebrated the 40th anniversary of the founding of the profession, complete with a new history of the...
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By James J. Green, AdvisorOne |
February 2, 2009
The FPA announced January 30 that its board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for its fiscal 2009-2010 year, which begins June 1, 2009.
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By Kara P. Stapleton |
June 1, 2008
Schwab, Fidelity, and Pershing have a new competitor, now that LPL Financial has taken what many consider to be the next logical step as the...
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By Robert F. Keane |
June 1, 2008
"Building relationships and exploring possibilities," is how Mark Johannessen described his agenda as FPA president on a recent visit to the Investment Advisor offices in...
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By Janet Levaux, AdvisorOne |
November 1, 2007
Marv Tuttle, executive director of the Denver-based Financial Planning Association, says he is "ecstatic" at the outcome of the group's 2007 annual convention, held September...
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By James J. Green, AdvisorOne |
October 1, 2007
Only days after he testified at the Senate Special Committee on Aging on the duties of financial advice givers, Financial Planning Association President Nicholas Nicolette...
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By James J. Green, AdvisorOne |
December 1, 2006
The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart--The...
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By James J. Green, AdvisorOne |
September 9, 2005
FPA Web site to serve as clearinghouse for advisor-to-advisor aid