Financial Planning Association (FPA)
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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.
FPA seeks to ramp up lobbying by hiring D.C. firm
The Financial Planning Association is turning to a Washington, D.C., lobbying firm to beef up its efforts to influence federal and state lawmakers and regulators. The organization hired the Raben Group, a public affairs shop founded by Robert Raben, an assistant attorney general in the Clinton ...
American College CEO jumps on Goldfarb news, irking advisers
Financial planners are irked at an e-mail sent Nov. 2 by American College chief executive Larry Barton to alumni of the school in reaction to news that Alan Goldfarb, chairman of the Certified Financial Planner Board of Standards Inc., had stepped down, pending an investigation into alleged ethics
Industry groups give congressionally, not on federal level
Trade associations in the investment advice sector can agree on one thing when it comes to politics: It doesn't make any sense for their political action committees to donate to presidential candidates.
FPA names president-elect
Janet Stanzak was named the FPA's 2013 president-elect, taking over as president in 2014, it was announced at the conference.
Women require different approach
Financial advisers need to understand when working with female clients that women should be talked to and not at, adviser coach and consultant Elizabeth Jetton said at the FPA conference.
Don't jump off cliff, tax expert says
The looming fiscal cliff has most investment advisers on edge, but one tax expert is cautioning them not to jump off.
Live from FPA Financial advisers ignore the middle class
Investment advisers should reach beyond high-net-worth clients into the middle class to build their businesses, according to advisers at the Financial Planning Association annual conference.“The majority of people are not among the wealthy,” Neal Solomon, managing director of WealthPro LLC, said in
Carville, Matalin agree Romney must explain himself in debates
Two popular political analysts from opposite sides of the aisle agreed on Saturday that Republican presidential nominee Mitt Romney has to change the election conversation during debates in October.
Live from FPA FPA names new president-elect
The Financial Planning Association kicked off its annual conference in San Antonio, Texas on Saturday by announcing that Janet Stanzak is the 2013 president-elect, taking over as president in 2014.
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February 27, 2014