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By John Sullivan, AdvisorOne |
May 5, 2013
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.
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By Melanie Waddell, AdvisorOne |
April 26, 2013
The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.
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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 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 |
November 9, 2011
Branham tells AdvisorOne that organizational review, fiduciary, next generational issues will drive organization's advocacy.
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By John Sullivan, AdvisorOne |
November 9, 2011
The Financial Planning Association elected Michael Branham as its 2012 FPA president-elect.
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By Kara P. Stapleton |
January 1, 2009
? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula...