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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. |
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. |
Registered Rep. March 1, 2008 |
Capital Hill Contributions Shifts in Wall Street's campaign contributions. |
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. |
National Defense December 2013 Ryan C. Bradel |
Political Participation Can Help Contractors Most government contracting companies need an effective government relations operation. |
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. |
The Motley Fool November 10, 2004 |
Election-Year Investing Tips Ignore the donkeys and elephants, and watch the bulls and the bears. |
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. |
CFO July 1, 2004 Tim Reason |
Office Politics Banned from making political donations, U.S. companies harvest them from employees instead. |
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. |
The Motley Fool January 14, 2004 Robert Brokamp |
Election Year Investing How will the upcoming elections affect the stock market? |
Investment Advisor June 2010 James J. Green |
FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
Financial Advisor March 2005 Tracey Longo |
Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Planning June 1, 2005 Harold Evensky |
The New 'F' Word A new group would irrefutably link the concept of "fiduciary" to financial advice. |
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. |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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? |
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. |
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. |
Investment Advisor August 2006 Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |