As state regulatory, tax battles loom, FPA is establishing statewide organizations to counter threat
New president-elect sees a big change among broker-dealers on fiduciary issue: 'Sometimes I walk out thinking I've been in a Kumbaya situation'
Author Elizabeth MacBride November 10, 2010 at 4:43 AM
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Related Moves
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
August 2, 2019 at 12:48 AM
Mentioned in this article:
National Association of Personal Finance Advisors
Association
Top Executive: Geof Brown, CAE
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
