Browsing Tag
Financial Planning Association (FPA)
6 posts
CFP Board Taps New Chair, AB Appoints President
Plus, the latest news from The Retirement Advantage, Financial Planning Association, FINRA, Morningstar, and more
FPA CEO Patrick Mahoney Dies Following Cancer Battle
Mahoney was first named as FPA’s full-time CEO in Dec. 2020
Reverse Mortgages Reduce Sequence-of-Returns Risk in Retirement Portfolios: Study
Advisors should consider including home equity as an asset in retiree portfolios, given their duty to help clients manage and reduce risk
Financial Planning Association Announces CEO Schadle’s Departure
The Financial Planning Association said today that its CEO and Executive Director Lauren Schadle will leave the organization,…
CFP Board Delays Enforcement Date for New ‘Code and Standards’
Certified Financial Planners will have an additional nine months to align their business models with the CFP Board…
How Popular Are Exchange-Traded Funds, Really?
The low-cost message is getting through (with a helping hand from the Department of labor), and exchange-traded funds…