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BusinessWeek
April 23, 2007
Richard S. Dunham
As Power Shifts, So Do The Dollars The Democrats are getting more PAC funds this election season. mark for My Articles similar articles
Fast Company
April 2005
Brenda Goodman
True Colors The presidential election is long over -- but not the shouting. Two new left-leaning Web sites, choosetheblue.com and buyblue.org, draw on public data to pinpoint companies' political inclinations -- and encourage consumers to vote with their wallets. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Capital Hill Contributions Shifts in Wall Street's campaign contributions. mark for My Articles similar articles
BusinessWeek
September 30, 2010
Jonathan D. Salant
How Money Flows to Candidates This year's fund-raising features a complex network of interest groups and nonprofit organizations. mark for My Articles similar articles
National Defense
December 2013
Ryan C. Bradel
Political Participation Can Help Contractors Most government contracting companies need an effective government relations operation. mark for My Articles similar articles
InternetNews
February 11, 2005
Roy Mark
Tech Backed Kerry in 2004 After donating a majority of its funds to Bush in 2000, high tech's political donations went with Kerry in the last election. mark for My Articles similar articles
The Motley Fool
November 10, 2004
Election-Year Investing Tips Ignore the donkeys and elephants, and watch the bulls and the bears. mark for My Articles similar articles
Financial Advisor
October 2004
Evan Simonoff
Editor's Note Back in July when the Financial Planning Association filed a lawsuit against the Securities and Exchange Commission, many advisors could be forgiven for wondering if the FPA was losing its grip on reality. mark for My Articles similar articles
CFO
July 1, 2004
Tim Reason
Office Politics Banned from making political donations, U.S. companies harvest them from employees instead. mark for My Articles similar articles
The Motley Fool
September 3, 2004
Roy Lewis
Paying Politicians Don't expect Uncle Sam to subsidize your contribution in the form of a tax deduction. mark for My Articles similar articles
The Motley Fool
January 14, 2004
Robert Brokamp
Election Year Investing How will the upcoming elections affect the stock market? mark for My Articles similar articles
Investment Advisor
June 2010
James J. Green
FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups. mark for My Articles similar articles
Investment Advisor
October 2007
James J. Green
A Robust FPA Celebrates Fresh from Senate testimony, FPA President Nicholas Nicolette stresses fiduciary duty, and the vigor of the Financial Planning Association. mark for My Articles similar articles
HBS Working Knowledge
January 28, 2015
Dina Gerdeman
Ground Game, Air Wars, and Other Marketing Lessons From Presidential Elections In the last few presidential elections, personal selling -- not mass advertising -- has tipped the difference for Democrats. But that's not always the case. mark for My Articles similar articles
T.H.E. Journal
September 2004
Election 2004: Evaluating Your Candidates Candidates should know that their constituents believe technology is an integral part of education. Following are some questions to consider asking prospective candidates running for all levels of office. mark for My Articles similar articles
Information Today
November 14, 2011
Gale Introduces MyGovernment This is an online subscription-based resource that provides essential information on U.S. elected officials, candidates, and their key issues, and information on how our government functions. mark for My Articles similar articles
Managed Care
November 2007
John Carroll
Plans Unsettled By Prospect of Democrat in White House The health insurance industry might be able to help itself by coming up with ideas to influence the presidential debate. mark for My Articles similar articles
Knowledge@Wharton
July 2, 2003
Soft Money, Hard Money: Campaign-Finance Reform's Impact on Business The Bipartisan Campaign Reform Act's ban on corporate and union political donations may be made permanent, and the business community will be forced to find alternative ways of advancing its agenda on Capitol Hill. mark for My Articles similar articles
InternetNews
January 17, 2007
Nicholas Carlson
Voter Visits to The Web Double The number of Americans using the Internet as their main source of political news doubled since the last mid-term election. But did the move online change the way politics work? mark for My Articles similar articles
InternetNews
March 16, 2007
Clint Boulton
Google Gets Political The impact of the Internet on political campaigns has increased with each election cycle. Google plans to be a part of that leap and face all issues, good and bad, that might arise when you mix politics and Internet technologies. mark for My Articles similar articles
BusinessWeek
October 2, 2006
Dunham & Javers
How Business Is Wooing Democrats The possibility the GOP could lose the House has companies scrambling to make nice. mark for My Articles similar articles
Financial Advisor
March 2005
Tracey Longo
Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task? mark for My Articles similar articles
Registered Rep.
October 23, 2006
John Churchill
Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference. mark for My Articles similar articles
BusinessWeek
February 3, 2011
The Real Estate-Industrial Complex Real estate agents, homebuilders, Wall Street banks, community banks, and civil rights groups have been lobbying Congress to maintain various federal subsidies on mortgages. mark for My Articles similar articles
Registered Rep.
April 29, 2005
John Churchill
FPA Sues to Stop Broker-Dealer Exemption The Financial Planning Association believes that the SEC rule which allows registered reps to call themselves financial advisors is contrary to law and encourages broker-dealers to engage in self-dealing with their clients without disclosing their conflicts of interest. mark for My Articles similar articles
Investment Advisor
May 2007
Bob Clark
We Win, Sort Of How the FPA can make the most out of its upset victory over the SEC. mark for My Articles similar articles
Investment Advisor
November 2006
FPA Letter to CFP Board This letter documenting concerns over revisions to the Board's Code of Ethics was signed by 21 current and former leaders of the leading professional financial planning organizations. mark for My Articles similar articles
Investment Advisor
September 2007
Kara P. Stapleton
For Young and Old Alike The Financial Planning Association and the NexGen community co-hosted the second annual NexGen Conference for the profession's future leaders. mark for My Articles similar articles
The Motley Fool
October 31, 2007
Dan Caplinger
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. mark for My Articles similar articles
Financial Planning
June 1, 2005
Harold Evensky
The New 'F' Word A new group would irrefutably link the concept of "fiduciary" to financial advice. mark for My Articles similar articles
BusinessWeek
December 29, 2010
Jonathan D. Salant
Now Republicans Are Getting Corporate Checks Many companies bet on the Democrats in the midterms and lost. They're retrenching quickly. mark for My Articles similar articles
Financial Advisor
November 2012
Karen DeMasters
FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing. mark for My Articles similar articles
Registered Rep.
September 30, 2003
Will Leitch
Lobbying for Independents The Financial Planning Association has lamented, along with many of its members, the absence of a specific lobbying organization for independent broker/dealers. The FPA is now trying to do something about it. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
April 2008
Group Think The American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award... The Financial Planning Association is currently accepting nominations for its 2009 Board of Directors... mark for My Articles similar articles
Investment Advisor
January 2008
James J. Green
FPA Calls for Big Regulatory Reform in Treasury Letter In a long, comprehensive comment letter, the FPA told the Treasury Dept. that it agreed with Treasury's plans to review the current financial regulatory structure in the US. mark for My Articles similar articles
Registered Rep.
April 6, 2005
John Churchill
SEC Adopts Broker-Dealer Exemption Over the vociferous objections of fee-only financial planners, the SEC voted unanimously to permanently adopt the broker/dealer exemption rule, formerly known as the Merrill Lynch exemption. mark for My Articles similar articles
Investment Advisor
January 2006
Bob Clark
Clark at Large: Two Steps Back? Just when FPA is moving into high gear, some of its rhetoric sounds suspiciously retro. mark for My Articles similar articles
Financial Advisor
November 2003
Evan Simonoff
Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning? mark for My Articles similar articles
The Motley Fool
June 15, 2004
Chris Mallon
Politics Is Smart Business Political contributions are smart business, especially if the federal government provides most of your revenues. mark for My Articles similar articles
Investment Advisor
January 2006
Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc. mark for My Articles similar articles
Investment Advisor
August 2006
Bob Clark
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. mark for My Articles similar articles
Investment Advisor
May 2009
Bob Clark
Clark at Large: Creationism Investors and other financial consumers would be best served by a Glass-Steagall clone, separating financial advice from any and all financial product manufacturing, marketing, or sales. mark for My Articles similar articles
Registered Rep.
March 30, 2005
John Churchill
House Urges SEC to Adopt Broker-Dealer Exemption Rule At issue, at least as far as financial planners are concerned, is that registered reps are presenting themselves as fiduciaries, when in fact they are brokers with a less-than-fiduciary responsibility to their clients. mark for My Articles similar articles
Investment Advisor
May 2008
Mark Johannessen
Embracing Change on Our Own Terms Given the recent announcement by the Treasury Department of an ambitious reform package for the financial services industry, financial planners have no choice but to prepare for change. mark for My Articles similar articles
Registered Rep.
March 30, 2007
John Churchill
Surprise! FPA Wins Lawsuit Against SEC and the Broker-Dealer Exemption Three years after suing the SEC over the controversial "Broker Dealer Exemption" rule, a federal court has ruled that the SEC exceeded its authority in adopting the rule. mark for My Articles similar articles
Financial Advisor
March 2011
Andrew Gluck
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change. mark for My Articles similar articles
Financial Advisor
March 2011
Evan Simonoff
Challenges Confront FPA Editor's Note: Like many associations, the FPA is not doomed, but it needs to rethink its value proposition. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles