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Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.
August 1 -
Advisers have turned into the new active investment managers.
August 1 -
Independent advisers are poised to benefit from implementation of the DoL ruling.
June 8 -
The method is gaining traction, even as some warn against abandoning the regular approach.
May 4 -
Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.
April 26 -
His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.
April 25 -
Market forces have wrought changes that can't be repealed, according to champions of the rule.
March 16 -
Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.
March 13Life Planning Partners -
The decision landed just hours after the Department of Labor asked for the decision to be postponed while it complies with a Trump order to review the regulation.
February 8 -
The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.
February 8