FPA

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