Trade Associations
Financial Planning Coalition Has Its Hands Full Promoting The Fiduciary Standard And Protecting RIA Oversight
CFP Board of Standards leaders recently gave the industry a frank take on how well fee-only advocates are getting their message out on Main Street and Washington alike.
FPA's Slump Is In Contrast To Schwab Conference's Record Attendance, Highlighting The Shifting Sands Of The Financial Advice Profession
With Schwab’s IMPACT conference drawing a record 4,000 attendees, the shifting landscape of the profession is unfolding before us: The Financial Planning Association Experience in September attracted about half as many attendees as did the Schwab conference this year.
Financial Services Institute Now Speaks For 35% Of Independent Broker-Dealer Channel
The Financial Services Institute has accomplished what nobody else in the industry has ever even tried: bringing tens of thousands of independent reps together under the same banner.
FPA Emails Members Saying It Is Concerned About Financeware's Patent Lawsuit
The Financial Planning Association today emailed its members saying it is keeping “a watchful eye” on a patent infringement lawsuit filed by a goal-based money management platform because it is “concerned about how this lawsuit could impact commonly used financial planning processes and strategies.”
“We have recently heard from members regarding a legal case that is garnering media attention and we wanted to provide you with our perspective on the situation,” FPA Executive Director Marv Tuttle says in the message to members. “Patenting f
The New York Times Covers The Sad Irony Of The Mark Spangler Criminal Allegations
The New York Times this past weekend wrote about the irony of recent criminal allegations against Mark Spangler, former chairman of the National Association of Personal Financial Advisors who once was a leader in the fight to make financial advisors act in the best interests of their clients.
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- Pro-SRO Broker-Dealer Group Raises Member Dues To Lobby More Aggressively
- CPAs Once Again Prove They Are Inept At Marketing
- Advisor's Press Release Exposes How The Split Between FPA And Broker/Dealers Now Plays A Pivotal Role In The Development Of The Profession
