FPA

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

“We all agree a conflict could arise in the future,” Schweiss says. “There are ways of potentially dealing with that.”

The advisor advocate’s’ term, to begin in 2021, also will focus on increasing FPA membership.

The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.