The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting…
Tag: FPA
FPA Launches Competency Model to Enhance Advisors’ Behavioral Skills
The Financial Planning Association (FPA) is offering a new program to help advisors chart out ways…
FPA: Mutual fund wrap programs gain popularity with advisors
Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn’t…
FPA Survey Shows Alternative Investments Use Rise Among Financial Advisors
The share of financial planners scaling up their use of alternative investments over the past year…
FPA president talks exit planning, priorities and AI
A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business…
How one RIA found its succession plan
Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession…