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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.
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.
Registered Rep. October 23, 2006 John Churchill	Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference.
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.
Investment Advisor October 2007 James J. Green	A Robust FPA Celebrates Fresh from Senate testimony, FPA President Nicholas Nicolette stresses fiduciary duty, and the vigor of the Financial Planning Association.
Registered Rep. September 10, 2007 Kristen French	FPA Helps Firms Comply With B/d Exemption Ruling The Financial Planning Association is making an effort to help brokerage firms and their advisors comply with the D.C. Court of Appeals ruling that killed the broker/dealer exemption and fee-based brokerage accounts.
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.
Investment Advisor June 2010 James J. Green	FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups.
Investment Advisor October 2007 K. McBride & K. Stapleton	Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill.
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.
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 Advisor March 2005 Tracey Longo	Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task?
Investment Advisor November 2009 James J. Green	At FPA Annual Gathering, Celebration and Resolve Advocacy and pro bono efforts are lauded, but attendance at the recent conference falls.
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.
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 June 2008 Robert F. Keane	FPA Focuses on Future Building relationships, exploring possibilities, and establishing a standard of care for financial professionals are items on the FPA's agenda for this year.
Registered Rep. January 1, 2007 John Churchill	60 Seconds with...Nick Nicolette (FPA President, 2007) An interview with the Sterling Financial Planning principal and new president of the Financial Planning Association.
Financial Advisor October 2004 Evan Simonoff	Editor's Note Back in July when the Financial Planning Association filed a lawsuit against the Securities and Exchange Commission, many advisors could be forgiven for wondering if the FPA was losing its grip on reality.
Financial Planning December 1, 2011 Katie Kuehner-Hebert	FPA: Let's Get Political From Dodd-Frank to new taxes on professional services, lawmakers are increasingly making and suggesting changes that could dramatically impact planners and their clients.
Investment Advisor January 2006	Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc.
Investment Advisor May 2006 Angie Herbers	The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.
Investment Advisor May 2007 Bob Clark	We Win, Sort Of How the FPA can make the most out of its upset victory over the SEC.
Financial Advisor February 2007 Roy Dilberto	Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship.
Registered Rep. February 1, 2003 Will Leitch	The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum.
Financial Advisor May 2007 Karen DeMasters	Fast Forward Financial Planning Association programs aim to build the profession of the future.
Financial Advisor July 2011 Andrew Gluck	Redefining Financial Advice The fate of professionalization and the FPA hang in the regulatory balance.
Financial Advisor September 2011	Letters A Different View... Reflections On The Profession...
Financial Advisor June 2004	Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion...
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Financial Advisor December 2004	Frontline News Economics, Not Politics, To Challenge Bush Agenda... Moisand Named FPA President-Elect... Public Believes Rules Are The Same For RIAs, Brokers... Many Retirees Are Insecure About Finances, Says Study... etc.
Financial Advisor May 2007	Frontline News Don't Party Like It's 1999... CFP Board Moving Headquarters... Advisors Settle Multimillion Lawsuits... FPA's New Fiduciary Standard For All Planners... Mesirow Advisors Become RIAs...
Financial Planning October 1, 2012 Ann Marsh	Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.
Financial Advisor December 2003 Raymond Fazzi	Planners Urged To Raise The Bar The Financial Planning Association's conference focuses on responsibility, education and teamwork.
Investment Advisor September 2007 Kara P. Stapleton	For Young and Old Alike The Financial Planning Association and the NexGen community co-hosted the second annual NexGen Conference for the profession's future leaders.
Registered Rep. March 1, 2008	Plain English: The Cost of Compliance The SEC voted in February to propose changes to the structure of the Form ADV, the disclosure document that all investment advisors must complete.
Investment Advisor January 2010 Bob Clark	Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking?
Financial Advisor November 2005 Tracey Longo	The Embattled Broker Exemption Rule While advisors talk a good game about their desire to see consumers protected by meaningful regulation, the Financial Planning Association remains the sole litigant in its lawsuit against the Securities and Exchange Commission's so-called Merrill rule.
Financial Planning February 1, 2010 Donna Mitchell	The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans.
Registered Rep. April 29, 2005 John Churchill	FPA Sues to Stop Broker-Dealer Exemption The Financial Planning Association believes that the SEC rule which allows registered reps to call themselves financial advisors is contrary to law and encourages broker-dealers to engage in self-dealing with their clients without disclosing their conflicts of interest.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Advisor May 2011 Andrew Gluck	Finra Makes Its Move Who regulates financial advisors may shift. Here's a look at the positions various groups are taking on fiduciary standards.
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.
Financial Advisor July 2007 Richard B. Wagner	Now What? With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.
Financial Planning January 1, 2007	Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc.
Investment Advisor October 2009	GroupThink Professional association news: Charles Moran new chair-elect of the Certified Financial Planner Board of Standards' Board... The Financial Planning Association profession's 40th anniversary... The National Association of Personal Financial Advisors is continuing its 12-month program...
Investment Advisor December 2006 Dan Moisand	Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board.
Registered Rep. December 1, 2005 Andrew Osterland	Brokering Advice The essential difference between brokers and registered advisors, say financial planners, is fiduciary duty. The notion that b/ds have a lighter burden of regulation than registered advisors, however, is something the securities industry vigorously disputes.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Investment Advisor October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.