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Investment Advisor
August 2007 |
Group Think The Financial Planning Association named E. Denby Brandon as the recipient of the 2007 P. Kemp Fain Jr. Award... The CFP Board has invited the public to attend a free Financial Planning Clinic... etc.   |
Financial Planning
November 1, 2009
Marion Asnes |
Lessons from FPA While the majority of attendees at the FPA National Conference had a cloudy disposition, the youngest and oldest financial planners were still optimistic. |
Financial Advisor
November 2003
Evan Simonoff |
Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning? |
Investment Advisor
January 2006
Bob Clark |
Clark at Large: Two Steps Back? Just when FPA is moving into high gear, some of its rhetoric sounds suspiciously retro. |
Financial Planning
July 1, 2005
James A. Barnash |
Why We're Suing The FPA president explains the lawsuit over the SEC's broker-dealer rule that exempted certain broker-dealers from disclosure standards that apply to investment advisers and most financial planners. |
Financial Planning
August 1, 2005
Pamela Black |
Looking Back Parallels abound when we look back at the state of financial planning and the union in 1975. |
Financial Advisor
June 2012 |
FPA Chief Marvin Tuttle To Step Down In 2014 Tuttle, 57, announced his retirement in May at the 2012 FPA Retreat in Scottsdale, Ariz. |
Investment Advisor
April 2008 |
Group Think The American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award... The Financial Planning Association is currently accepting nominations for its 2009 Board of Directors... |
Investment Advisor
August 2006
Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
Financial Advisor
November 2012
Karen DeMasters |
FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing. |
Financial Planning
April 1, 2005
Donald Jay Korn |
2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners. |
Financial Advisor
March 2011
Andrew Gluck |
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change. |
Financial Planning
November 1, 2011
Bob Veres |
The FPA's Dilemma A lot of former ICFP members are still experiencing a sense of loss, and the FPA has developed a slow leak in membership. |
Financial Advisor
March 2011
Evan Simonoff |
Challenges Confront FPA Editor's Note: Like many associations, the FPA is not doomed, but it needs to rethink its value proposition. |
Financial Advisor
June 2012
Evan Simonoff |
The Great Divide When the International Association For Financial Planning merged with the Institute Of Certified Financial Planners 12 years ago, members of both groups hoped the new 30,000-member strong organization would at long last allow the profession to speak with a single voice that could give it clout. |
Investment Advisor
August 2005
James A. Barnash |
Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry. |
