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“We all agree a conflict could arise in the future,” Schweiss says. “There are ways of potentially dealing with that.”
October 22 -
Once selected, the chapters will begin a two-year centralized testing process.
July 11 -
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 -
Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.
April 2Financial Planning Association -
The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.
February 27Financial Planning -
The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.
January 28 -
Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.
November 9 -
The claims come after internal struggles at the chapter left the boardroom “untenable,” the association says.
April 5 -
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 -
The 11,000-member organization will operate as the Investments & Wealth Institute.
October 17