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Financial Planning
August 1, 2011
Jim Grote |
Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations.   |
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 Planning
August 1, 2013
Ann Marsh |
Financial Planning's Pro Bono Awards Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most. |
Financial Advisor
November 2007
Karen DeMasters |
Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice. |
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 Planning
August 1, 2012
Ann Marsh |
Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life |
Investment Advisor
June 2008 |
Planning for Those in Real Need Millions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are the people helped by the Foundation for Financial Planning. |
Financial Advisor
October 2010
Karen Demasters |
Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help. |
Financial Advisor
February 2006
Raymond Fazzi |
Digging Out, And Digging In Financial advisors work to help begin the healing, and rebuilding, in Katrina's wake. |
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 Planning
August 1, 2012
Scott Wenger |
The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is. |
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. |
Energize
July 2009
Susan J. Ellis |
The Drive towards "Highly-skilled" and "Pro Bono" Volunteering Skilled or skills-based volunteering is the practice of using work-related knowledge and expertise in a volunteer opportunity |
Financial Advisor
May 2007
Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future. |
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
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
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. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. |
Investment Advisor
November 2009
James J. Green |
At FPA Annual Gathering, Celebration and Resolve Advocacy and pro bono efforts are lauded, but attendance at the recent conference falls. |
Investment Advisor
September 2007 |
Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc. |
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. |
Registered Rep.
September 29, 2011
Jerry Gleeson |
Financial Planners Broaden National Pro-Bono Outreach As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice. |
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. |
Financial Advisor
December 2009
Mitch Anthony |
The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession. |
Financial Advisor
March 2005
Tracey Longo |
Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task? |
Financial Advisor
October 2010
Evan Simonoff |
Advisors Who Care A growing number of financial advisors are spending some pro bono time counseling Americans who don't fall into their target client audience. |
Inc.
November 1, 2009
Kasey Wehrum |
Using Charitable Donations to Motivate Employees The benefits of pro bono. |
Registered Rep.
September 10, 2007
Kristen French |
FPA Helps Firms Comply With B/d Exemption Ruling The Financial Planning Association is making an effort to help brokerage firms and their advisors comply with the D.C. Court of Appeals ruling that killed the broker/dealer exemption and fee-based brokerage accounts. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
Financial Advisor
April 2008 |
Frontline News Tumult At CFP Board's Ethics Commission... FPA Says No To FINRA Or SEC Oversight... Client Loyalty Counts For Only So Much... Investors Flock To Socially Responsible Investing... Sanders Morris Buys Half Of Leonetti & Associates... etc. |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
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. |
Investment Advisor
January 2006 |
Editor's Note: Start a New Season of Giving Financial advisors should consider donating their time and treasure to charitable causes -- and inform clients of their actions -- during these bleak midwinter months. |
Investment Advisor
June 2010
James J. Green |
FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups. |
Financial Advisor
September 2010 |
Frontline News Frontline News: Advisory Industry Faces Talent Shortage... Rule Change Could Crimp Alternative-Oriented '40 Act Funds... FPA Announces Heart Of Financial Planning Award Winners... more... |
Financial Planning
August 1, 2009
David E. Adler |
Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices? |
Financial Advisor
October 2007
Tracey Longo |
Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement. |
Investment Advisor
August 2006
Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
Investment Advisor
August 2005
Andrew Gluck |
The Gluck Report, Part II: Planning Software Test Drives For financial advisors, plans are now easier to create thanks to a few new software products and over the next couple of years, a number of "instant plan" software packages are likely to be rolled out by broker/dealers and embraced by reps because they're not just simple but also help sell products. |
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. |
Investment Advisor
October 2005 |
Editor's Note: The Local Solution Tip O'Neill said all politics is local. The corollary for financial planners and investment advisors -- at least for those who are independent and independent minded -- is that all planning is local. |
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? |
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. |
AFP eWire
October 30, 2013 |
Top Ten: How To Replace Your Donors With Younger Donors (Oct. 30, 2013) Younger Donors/Gen Y/Millennials: How to replace your donors with younger donors... Fundraising Research: A Billion + Change Celebrates Pro Bono Week... Donors: Working the Room... |
Financial Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Financial Planning
November 1, 2011
Ann Marsh |
Performance Driven For their first 25 years in business, married financial planners Dianne and Thomas Melton, founders of Melton Financial Group in Roseville, Calif., didn't tell clients about their previous lives as Las Vegas performers. |
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. |
Financial Planning
May 1, 2011
Karen C. Altfest |
Presumed Guilty Even if we think we've been successful for a long time, we never can stop presenting our credentials and accomplishments, and demonstrating our stability to those who are new. As you sit in prison, Bernie Madoff, thanks for the reminder. |
Financial Planning
October 1, 2010
Carmen Wong Ulrich |
What's Next for Diversity The face of financial planners is changing. As go the shifting demographics of this country, so goes financial planning. |
