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By Dan Moisand, CFP |
June 7, 2011
Reflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
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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 James J. Green, AdvisorOne |
May 19, 2011
The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.
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By James J. Green, AdvisorOne |
May 19, 2011
The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.
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By James J. Green, AdvisorOne |
April 25, 2010
At annual Retreat, talk of PACs, residency programs, and being heard in DC
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By Kathleen McBride, AdvisorOne |
February 1, 2010
Quest to make financial planning a profession continues.
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By Kathleen McBride, AdvisorOne |
January 27, 2010
The Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession.
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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 Melanie Waddell, AdvisorOne |
February 1, 2009
The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...
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By Staff Writer |
December 1, 2007
The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners' association for...