FPA

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