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A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.
January 10 -
While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8 -
Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.
January 5 -
Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.
October 5 -
The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.
October 4 -
No one organization can do it on its own, FPA President Shannon Pike said.
October 4 -
It's a draining process for clients, but financial planners can provide real support.
October 3 -
What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.
October 3 -
Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.
October 2 -
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
August 28
Life Planning Partners -
John helped found the coalition between the board, NAPFA and the FPA.
August 3 -
Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.
August 1 -
Advisers have turned into the new active investment managers.
August 1 -
Independent advisers are poised to benefit from implementation of the DoL ruling.
June 8 -
The method is gaining traction, even as some warn against abandoning the regular approach.
May 4 -
Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.
April 26 -
His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.
April 25 -
Market forces have wrought changes that can't be repealed, according to champions of the rule.
March 16 -
Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.
March 13
Life Planning Partners -
The decision landed just hours after the Department of Labor asked for the decision to be postponed while it complies with a Trump order to review the regulation.
February 8
















