FPA

The third title in six years for the respected program highlights how financial advisors and wealth management firms are investing in the future of the industry.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

Research from the FPA found a sharp uptick in planners using and recommending digital assets.

The Foundation for Financial Planning has been rallying financial planners and corporate executives for more than 26 years to help the people advisors typically don’t reach.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.

Coronavirus put the Financial Planning Association’s volunteer program to the test.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Industry groups warn of creeping fiduciary obligations, while consumer advocates see it as a setback for investor protections

He's the second executive to depart the custodian in the past two weeks.

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.

“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.

When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis