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The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board

Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital

Monday, October 9, 2017 – 7:57 PM by Graham Thomas
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Graham Thomas interviewed Michael Kitces about the elephant in the FPA tent.

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Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 – 2:02 AM

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 – 12:48 AM

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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold

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

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Kitces.com
Consulting Firm
Top Executive: Michael Kitces




CFP A Challenged Mark

CFP A Challenged Mark

October 10, 2017 — 2:49 PM
The CFP Board has a couple of decades of poor decision making, poor behavior and misguided enforcement attempts to ponder as they move forward. The CFP mark should be a mark of honor, not one that terrorizes the mark holders due to the quasi or wannabe regulatory machinations the group has engaged in over the 20 or so years. If this group leads by solid, balanced example, versus the "look at me" egocentric drive that has plagued the organization, it can thrive...as for the war chest, get real!!

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