Financial Planning Association (FPA)
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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.
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
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.
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
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?
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.
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.
Pamela Sandy named FPA president-elect for 2015
Cleveland-based planner says greater diversity at the association will pay dividends.
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.
Adviser buzz from FPA Experience 2013
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
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.
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.
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.
Journalist's book blisters advisers
A new book that criticizes the financial advice industry is being panned by many advisers, but surprisingly, others agree with at least some of its conclusions.
NAPFA all-in on pushing CFP mark
Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.