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Foundation News & Commentary
Nov/Dec 2005
Paula J. Kelly |
Meeting the Needs When two devastating hurricanes struck the Gulf Coast in less than a month, it was clear that the response from the philanthropic community would need to be as unprecedented as the disaster.   |
Financial Planning
October 1, 2013
Suzanne Sataline |
One Year After Sandy, Lessons for Advisors A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair. |
Investment Advisor
October 2005
Bob Clark |
Clark at Large: After the Flood Hurricane Katrina presents the community of independent financial planners with both challenges and opportunities. |
Searcher
June 2006
Piper & Ramos |
A Failure to Communicate: Politics, Scams, and Information Flow During Hurricane Katrina The Katrina disaster was exacerbated by poor communications. Some help was provided by the Internet, but it was also a breeding round for Katrina-related scams. |
The Motley Fool
September 30, 2005
Roy Lewis |
Tax Shelter From the Storm Hurricane survivors get further help from the IRS. The Katrina Emergency Tax Relief Act contains tax breaks not only for victims and their families, but also for those assisting and contributing to the relief operations. Here's a brief overview of some of the major provisions. |
Information Today
September 12, 2005
Miguel Ramos |
Katrina Relief and Outreach Developments Here is a roundup of relief and outreach responses from library groups and information industry organizations. |
PC Magazine
July 4, 2008
Lisa Zyga |
A Safety Net for Disaster Relief The Web can be an invaluable resource for aiding others and finding help in the big storm. |
Information Today
Miguel Ramos |
Katrina Relief and Outreach Developments A roundup of links to relief and outreach responses from library groups and information industry organizations. |
Financial Advisor
October 2005 |
Frontline News Advisors Help Colleagues Affected By Katrina... Intuit Enters Portfolio Management Arena... Inefficient Operations Are Eating Up Revenue Growth... RIAs Overwhelmingly Oppose B-D Exemption... etc. |
Financial Advisor
August 2006
Tracey Longo |
Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states. |
Foundation News & Commentary
Mar/Apr 2006
Sarita Venkat |
Corporate Givers Revisit Disaster Grants Although corporations and corporate grantmakers have responded again and again to help after disasters -- and they give their support in a number of ways -- many believe it's time to get a clear disaster relief giving policy in place. |
Information Today
September 6, 2005
Miguel Ramos |
Blogs and Information Community Respond to Hurricane Katrina Blogs help keep Katrina victims informed on the latest developments within their community and also provide the rest of the world with an in depth account of their experiences. |
The Motley Fool
September 2, 2005
Roy Lewis |
Deadlines Extended for Katrina Victims For affected taxpayers, Sept. 15 filings are now due Oct. 31. |
Financial Advisor
December 2005 |
Frontline News Fee-Only Practices Are The Most Profitable... FOLIOfn Subsidiary Launches Proxy Compliance Service... Advisors Got Wealthier, And Happier, In 2004, Says Survey... FPA Names Nicolette 2006 President-Elect... etc. |
Energize
September 2005
Susan J. Ellis |
The Silver Lining of Disaster Despite all the mismanagement in the Gulf Coast rescue and relief effort, the bright spots of news reporting are what people are doing to help one another. In the long term, volunteer work in response to this crisis may bring our country together in ways we can't imagine. |
InternetNews
August 31, 2005
Jim Wagner |
Tech Community Rallies For Katrina Relief As with previous natural disasters, tech companies are doing their part to help with relief operations after hurricane Katrina devastated the gulf region. |
AFP eWire
April 24, 2006 |
Survey Shows Hurricane Relief Had Little Impact on U.S. Giving Most Americans who gave money to help victims of the Katrina and Rita hurricanes also contributed to all of their normal charities as well, according to a survey. |
Geotimes
September 2005
Kathryn Hansen |
Rita: Could Have Been Worse The Category-3 storm was not nearly as devastating as Hurricane Katrina, but damage from wind, fire and flooding still prevent some residents from returning to their homes and businesses. |
InternetNews
September 3, 2005
Erin Joyce |
Networking Katrina Relief Another force of nature is at work in the aftermath of Hurricane Katrina. |
Financial Advisor
June 2007 |
Frontline News SEC Won't Appeal Court Decision... Fidelity Offering For RIAs... 12(b)-1 Fees, Advisors' Growing Role, Are Focus At ICI Fund Conference... etc. |
Financial Advisor
December 2003 |
Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director. |
Financial Advisor
January 2007 |
Frontline News Advisors Wrestle With Growing Pains... CFP Accepting Grant Applications... One In Five Americans Are... Community Foundations Struggling, Poll Says... Retirement Planning Software Is Upgraded... etc. |
Financial Advisor
June 2012 |
FPA Chief Marvin Tuttle To Step Down In 2014 Tuttle, 57, announced his retirement in May at the 2012 FPA Retreat in Scottsdale, Ariz. |
Financial Advisor
February 2005 |
Frontline News Financial Planning Association Dismissive Of SEC Action On Broker Exemption... Brokerages, Funds Await New Regulations... Pape Says Certified Financial Planner Board Will Focus On Accountability... etc. |
Financial Advisor
September 2006 |
Frontline News Optional Fiduciary Stance Challenged... Retired Widow Wins Fiduciary Case Against Advisor... Investors Still Expecting High Returns... Investors Want Choice... Advisors Optimistic About Growth Prospects... etc. |
Financial Advisor
January 2004 |
Frontline News Barnash Named Financial Planning Association President-Elect... FPA Will Close Atlanta Office And Move Staff To Denver... Competitive Environment Expected To Intensify... PA Announces Major Events For 2004... Investor Faith In Mutual Funds May Be Weakened, Surveys Indicate... tudy Finds That Concentrated Funds Perform Better... Look First, Before Leaping Into A Charity... |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
Investment Advisor
July 2006
Megan L.F. Robert |
Planning for the Wounded To assist the wounded at Walter Reed Army Medial Center in Washington, D.C., the FPA has partnered with Army Community Services (ACS) to offer pro bono planning services. |
Financial Advisor
November 2005
Tracey Longo |
The Embattled Broker Exemption Rule While advisors talk a good game about their desire to see consumers protected by meaningful regulation, the Financial Planning Association remains the sole litigant in its lawsuit against the Securities and Exchange Commission's so-called Merrill rule. |
Financial Advisor
December 2004 |
Frontline News Economics, Not Politics, To Challenge Bush Agenda... Moisand Named FPA President-Elect... Public Believes Rules Are The Same For RIAs, Brokers... Many Retirees Are Insecure About Finances, Says Study... etc. |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
