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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 -
Nearly three-in-four advisors (73%) do not have a succession plan in place.
June 5 -
About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5 - Non-profits
The New York president questions legality of national chapter's use of local chapter funds for annual forum.
June 1 -
Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.
May 30 -
The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.
April 30 -
FPA leaders say they are sounding out members and looking at where the proposals may fall short of needed investor protections.
April 27 -
Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.
April 27 -
"Vitriol" and "vileness" lead FPA national to take unprecedented "nuclear option" against New York chapter
April 18 -
The claims come after internal struggles at the chapter left the boardroom “untenable,” the association says.
April 5 -
Ad hoc or structured approaches can both work, but results depend on the amount of effort.
April 4 -
Black History Month is a reminder that effort is required for racial progress.
February 22
Financial Planning Association














