Financial Planning Association (FPA)

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  1. Articles

    Momentum to defund DOL fiduciary rule seems unstoppable

    Momentum in Congress to thwart a Labor Department proposal to raise investment advice standards for retirement accounts by cutting funding seems unstoppable. But proponents are looking to the history of the fight around the fiduciary duty and the long road ahead for optimism.A couple weeks of

  2. Articles

    It's time for financial planners to find our voice

    FPA's 2015 president says too many advisers are silent on vital issues that affect their and their clients' livelihoods.

  1. Articles

    Brokerage industry lobbying dollars dwarf investment advisers'

    The brokerage industry's lobbying spending dwarfed advisers' in the first quarter, with the DOL fiduciary rule a primary focus.

  2. Articles

    CFP Board eliminates government relations position

    At a time when the investment advice industry is watching developments in Washington more closely than ever, the Certified Financial Planner Board of Standards Inc. is shelving part of its lobbying function.At the beginning of the month, the organization laid off Todd Cranford, who had been

  3. Articles

    Tittsworth exits IAA after waging battles on behalf of investment advisers

    After 18 years, David Tittsworth is leaving the Investment Adviser Association, a group he led during a period of expanding regulation.

  4. Articles

    Ohio State's Cardale Jones: 'No' to the NFL, 'yes' to financial planning

    Cardale Jones shocked college football fans this week by leading Ohio State University to the College Football Playoff National Championship after the team's first- and second-string quarterbacks were injured.He confounded expectations again Thursday when he announced he would stay in school and

  5. Articles

    Will the SEC use its extra funding to strengthen adviser oversight?

    Now that it looks like the SEC will get an additional $150 million in funding, speculation is mounting on how the funds will be deployed. Is increasing adviser oversight going to be a priority?

  6. Articles

    Who's spending what on political candidates?

    With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.

  7. Articles

    Revenue deflated in recent years, FPA says it's now on a growth trajectory

    Association is promoting more stringent standards for brokers, promises to do more with less.

  8. Articles

    Pamela Sandy named FPA president-elect for 2015

    Cleveland-based planner says greater diversity at the association will pay dividends.

  9. Articles

    FPA talks with White House about new advice fee models

    Alternatives to charging a percentage of AUM might broaden market for financial advice, group suggests.

  10. Articles

    Adviser buzz from FPA Experience 2013

    A collection of the most influential adviser tweets via the #FPAExperience conference hashtag

  11. Articles

    Lobbyists put hands in sausage maker

    As the Department of Labor readies to re-propose its fiduciary-duty rule, lobbying surrounding the issue intensifies. Did the Financial Services Institute Inc. draft an opposition letter signed by lawmakers? Probably; but that's not a scandal. That's business as usual in Washington.

  12. Articles

    CFP Board to admonish ex-chairman

    The Certified Financial Planner Board of Standards Inc. is expected to issue a public admonition letter today to Alan Goldfarb regarding allegations that its former chairman failed to describe accurately how he was compensated on the Financial Planning Association's website.

  13. Articles

    FPA reorganizes pro bono efforts

    The Financial Planning Association today announced has enlisted the help of the Foundation for Financial Planning to coordinate its members pro bono efforts.