Articles tagged "FPA"


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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

October 9, 2017 — 7:57 PM UTC

The FPA finally puts on a better CFP face and she lights up the hall in Baltimore

Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes

September 17, 2016 — 12:24 AM UTC

Stealing the FPA show, 'rock star' Marcia Wagner sounds four-alarm fire drill on DOL's onrushing fiduciary rule -- especially one arising from a stumper of a rollover provision

Is there more than one way to be a fiduciary? Yup. Think the rule doesn't apply to your non-401(k) practice and won't affect your fees? Think again, warned the lawyer at the FPA conference in Boston

October 1, 2015 — 9:24 PM UTC

A palpable camaraderie accrues in Boston as FPA provides support group for lonely CFPs and the atomized niche firms that serve them

There were RIAs and IBDs galore -- but no wirehouse reps -- on hand for a much-anticipated robo slug-out between Kitces and Sokolin

September 29, 2015 — 8:27 PM UTC

Passing on the NFL draft, Cardale Jones has a better idea: Study to become a financial planner

The Ohio State quarterback won the National Championship, humiliating the opposition, and doing it all after being relegated to third string

January 16, 2015 — 8:25 PM UTC

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

September 24, 2014 — 8:49 PM UTC

The FPA is now brought to you by MetLife, for better or worse

The insurer's cash is the good news but some see it as tainted money

April 23, 2014 — 5:42 AM UTC

Lauren Schadle shows mettle as FPA stakes out turf in skirmish with CFP Board at its national conference in Orlando

Despite a no-show Phyllis Borzi, the FPA Experience was a substance-filled event in which the organization sought to redefine and reclaim its soul

October 22, 2013 — 5:00 PM UTC

FINRA's scandalous litany of failures and its efforts to redefine the true fiduciary standard out of existence

Our one-man think tank continues his scathing indictment of the SRO's disingenuous and downright fraudulent practices

July 17, 2013 — 3:10 AM UTC

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives

700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

May 30, 2013 — 6:10 PM UTC

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts

The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

May 10, 2013 — 5:40 PM UTC

How the FPA sexed up its 2013 Business Solutions Conference

One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes

March 11, 2013 — 6:07 AM UTC

Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture

The departures mark some big changes at IN away from consulting to advisors

January 16, 2013 — 5:11 AM UTC

Opinion: Why NAPFA's CFP-only approach is a slap in the face of many financial advisors

In the alphabet soup of designations for advisors are many legitimate practitioners whom the association's new policy will shut out

December 21, 2012 — 3:41 AM UTC

The once underrespected CFP gets a lift after Merrill Lynch and now NAPFA make it central for newbies

Still, CFP certificants shoot down the idea of making the CEO credits requirements even harder, and fiduciary concerns linger

December 5, 2012 — 7:29 AM UTC