News, Vision & Voice for the Advisory Community


An advertiser's-eye view of what the new-look FPA looked like in Seattle

The Denver-based association showed signs of diminished draw but mostly offset by a stunning presence of youth and start-up exhibitors

Author Frank Noto September 24, 2014 at 8:49 PM
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What FPA's chief sponsor MetLife pays isn't peanuts but Snoopy is.



September 27, 2014 — 8:17 PM

I know RIA’s who have celebrated 75 year anniversary’s. Why say the industry is only 30 years young?

Related Moves

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:

FP Transitions
Consulting Firm
Top Executive: Brad Bueermann

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

RIA Match
Mergers and Acquisition Firm
Top Executive: Mary Ann Buchanan

Hedgeable, Inc.
ETF Manager
Top Executive: Mike Kane

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