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Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.
May 29 -
“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.
May 6 -
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
April 6 -
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“We all agree a conflict could arise in the future,” Schweiss says. “There are ways of potentially dealing with that.”
October 22 -
The advisor advocate’s’ term, to begin in 2021, also will focus on increasing FPA membership.
October 17 -
The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.
July 9 -
With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.
July 9 -
The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”
June 24SmartPath -
A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.
May 13