FPA

John helped found the coalition between the board, NAPFA and the FPA.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

Advisers have turned into the new active investment managers.

Independent advisers are poised to benefit from implementation of the DoL ruling.

The method is gaining traction, even as some warn against abandoning the regular approach.

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

Market forces have wrought changes that can't be repealed, according to champions of the rule.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

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.

The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.

Shannon Pike will concentrate on bridging adviser communities.

While a federal court allowed the organization to file a brief saying it upheld fiduciary values, it should not be providing expert opinions, writes the founder of a fiduciary consulting firm.

It may seem like a no-brainer for RIA owners to look within the firm when they retire. Yet this assumption overlooks critical aspects of what an internal succession plan actually entails, says consulting executive David DeVoe.

Some worry that hiring interns will be too costly or time consuming.

When more clients live ever longer lives, what's an adviser to do?

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

Helping those in need is not for the faint of heart, but it is a great way for fledgling planners to hone their skills.

Sure, many organizers could do a better job, but attendees can also make sure they’re getting their money’s worth, Bob Veres says.