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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.   |
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 |
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. |
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
April 2010
Karen DeMasters |
Different Treatments David Blaydes has focused his retirement financial planning firm on helping those in trouble. |
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
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. |
Energize
February 2014
Susan J. Ellis |
It's Time to Discuss the Complex Relationship of Volunteering and Money We constantly fight the attitude that "volunteers are free," but money is connected to volunteering in complex ways. |
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 |
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
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
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
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
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
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
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
October 2004 |
Francis Named CFP Board Chair-Elect Barton Francis, 44, of Vienna, Va., will take the position January 1... Prices For Advisory Firms Climb... FPA Attacks Victimization Of GIs... Survey Finds Advisors More Pessimistic About Economy... Fiserv Consolidating Trust Companies... etc. |
Financial Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
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
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. |
Energize
March 2009
Susan J. Ellis |
The Difference between Needing and Wanting Volunteers A few measures of true willingness to find the full range of resources to help meet your organization's mission and serve the most people in the best ways. |
Financial Advisor
July 2006 |
Frontline News FPA Members Support Fiduciary Standards... NAPFA Honors Bradley For Exemption Stance... Focused On The Top, Focus Grows Again... Planners Stay Happy Despite Earnings Decline... etc. |
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
May 2007
Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future. |
Energize
February 2010
Susan J. Ellis |
Both Receiving and Giving Conspicuous by their absence, particularly in human service agencies, are volunteers with a direct, personal connection to the work of the organization |
National Defense
May 2015
Eoyang & Freeman |
Why the U.S. Must Reform The Military Personnel System If our military hopes to continue employing the best and brightest, it needs to consider fundamentally changing the military personnel system, not merely tinker with pay and benefits. |
Energize
August 2014
Susan J. Ellis |
Identifying Who Is and Is Not a "Volunteer" I suspect that every reader has engaged in this sort of discussion/debate/argument more than once. |
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? |
Energize
June 2010
Susan J. Ellis |
Reimagining Service: Is Corporate HR Management What We See? If you see volunteer management as just HR management, then you will love Reimagining Service, which promotes the idea of applying private sector human resources practices to nonprofit organizations. |
Energize
August 2012
Susan J. Ellis |
Let's Be Honest about Nonprofit Boards of Directors (or, Lessons to Be Learned from Penn State) The scandal at Penn State may have begun as a horrifying case of unstopped pedophilia, but ultimately it has become an example of very poor governance. |
