Financial Planning Association (FPA)

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  1. 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?

  2. 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.

  1. 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.

  2. Articles

    Pamela Sandy named FPA president-elect for 2015

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

  3. 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.

  4. Articles

    Adviser buzz from FPA Experience 2013

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

  5. 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.

  6. 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.

  7. 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.

  8. Articles

    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.

  9. Articles

    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.

  10. Articles

    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 ...

  11. Articles

    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

  12. Articles

    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.

  13. Articles

    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.