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Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.
May 8 -
Private insurers pay for less than 3% of care, according to the Department of Health and Human Services.
May 8 -
An FPA learning and development consultant shares a collaborative technique for solving tough problems.
May 7 -
While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.
April 17 -
The updated site will include more listings as well as opportunities for career coaching.
April 9 -
Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.
April 2
Financial Planning Association -
More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.
March 20 -
The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.
February 27
Financial Planning -
A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.
February 1
Aspire Performance Wealth Partners -
The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.
January 28 -
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Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.
November 9 -
Three African-American industry leaders suggest how to improve diversity and inclusion.
September 10
Financial Planning Association -
Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.
August 16 -
This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.
July 31 -
Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.
July 31 -
These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.
July 16 -
Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.
June 28 -
Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.
June 25
Life Planning Partners -
Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.
June 15

















