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As state regulatory, tax battles loom, FPA is establishing statewide organizations to counter threat

New president-elect sees a big change among broker-dealers on fiduciary issue: 'Sometimes I walk out thinking I've been in a Kumbaya situation'

Author Elizabeth MacBride November 10, 2010 at 4:43 AM
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Paul Auslander: As an umbrella for members with many business models, the FPA is in a strong position in an environment in which the different models are merging. “The targeted groups are the ones at peril, not us.”


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FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors

Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs

August 2, 2019 at 12:48 AM


Mentioned in this article:

National Association of Personal Finance Advisors
Association
Top Executive: Geof Brown, CAE

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO



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