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About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5 - Non-profits
The New York president questions legality of national chapter's use of local chapter funds for annual forum.
June 1 -
Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.
May 30 -
The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.
April 30 -
FPA leaders say they are sounding out members and looking at where the proposals may fall short of needed investor protections.
April 27 -
Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.
April 27 -
"Vitriol" and "vileness" lead FPA national to take unprecedented "nuclear option" against New York chapter
April 18 -
The claims come after internal struggles at the chapter left the boardroom “untenable,” the association says.
April 5 -
Ad hoc or structured approaches can both work, but results depend on the amount of effort.
April 4 -
Black History Month is a reminder that effort is required for racial progress.
February 22
Financial Planning Association -
A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.
January 10 -
While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8 -
Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.
January 5 -
Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.
October 5 -
The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.
October 4 -
No one organization can do it on its own, FPA President Shannon Pike said.
October 4 -
It's a draining process for clients, but financial planners can provide real support.
October 3 -
What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.
October 3 -
Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.
October 2 -
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
August 28
Life Planning Partners















