DENVER, COLO. (November 6, 2025) — The Financial Planning Association® (FPA®) revealed today that its four annual national conferences are being reengineered and rebranded to make them more impactful ...

The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

Forbes contributors publish independent expert analyses and insights. Founder & Advisor on Emerging Tech. Covering VC. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

The Financial Planning Association has announced several leadership changes as it prepares for the year ahead, including the election of D. Crystal Alford-Cooper as president-elect for 2026.

Ask Preston D. Cherry — a CFP financial advisor, university professor, holder of a doctorate and master’s degree and the president of the Financial Therapy Association — about the pioneers of planning ...

The Financial Planning Association has appointed Dennis Moore as its new chief executive officer, formalizing a leadership transition that began earlier this year. Moore, who had been serving as ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

Adulthood can be lonely. Even in an industry like financial services where you spend most of your time working one-on-one with clients, it's easy to miss the camaraderie of your school days, when ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...