In The News

Title Protection and the Impact on Financial Planners and Consumers
The Truth About Your Future with Ric Edelman
March 10, 2023

Claiming the title: FPA chief determined to make financial planning a profession
Financial Planning
February 10, 2023

Opinion: Title Protection Will Establish Financial Planning as the Fourth Great Profession
Barron's
January 17, 2023

FPA Steps Up Fight for Legal Protection of ‘Financial Planner’ Title
ThinkAdvisor.com
January 12, 2023

New FPA President Says Title Protection Is Top Priority
Financial Advisor
January 12, 2023

New FPA prez James Lee takes on the fight for title protection
CityWire
January 9, 2023

New FPA President to Focus on Title Protection in 2023
WealthManagement.com
January 6, 2023

James Lee begins term as 2023 FPA president
InvestmentNews
January 5, 2023

FPA Has a New President
ThinkAdvisor.com
January 5, 2023

What is the FPA Pro Bono Program
TheStreet.com
October 12, 2022

How to Pick a Financial Advisor
WSJ Buy Side
October 6, 2022

RIA Leaders 2022: Financial planning clients are undefined, undercounted and underserved
Financial Planning
September 30, 2022

Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession
Framework Podcast
September 19, 2022

FPA Pressing Ahead With 'Planner' Title Protection, Group's Chairman Says
Financial Advisor
September 1, 2022

Resolving The Title Protection Quandary
Financial Advisor
September 1, 2022

A move towards title protection exposes cracks in planner qualifications
Advisor News
August 24, 2022

FPA seeks to protect 'noble' financial planner title through legal recognition
Financial Planning
August 12, 2022

Weekend Reading for Financial Planners
Kitces.com
August 7, 2022

Why the FPA is Pursuing Title Recognition for Financial Planners
Gaining Perspective Podcast
August 4, 2022

Full-court press to get FPA to explain its push on the financial planner title
InvestmentNews Podcast
August 1, 2022

Monkeys Go Home
Inside Information
July 31, 2022

Week’s Best: Americans’ Retirement Concerns Mount
Barron's
July 29, 2022

Industry Group Pushes to Regulate Who’s a ‘Financial Planner.’ Could Consumers Benefit?
SmartAsset
July 25, 2022

FPA Wants Legal Protection for Financial Planner Designation
Financial Advisor IQ
July 25, 2022

Op-Ed: 4 Reasons to Fight for Financial Planners' Legal Recognition
ThinkAdvisor.com
July 22, 2022

Will the Real Financial Planners Please Stand Up?
Barron's
July 22, 2022

FPA Proposes Legally Defining Title Of 'Financial Planner'
Financial Advisor
July 22, 2022

Weekend Reading for Financial Planners
Kitces.com
July 22, 2022

FPA to push for ‘financial planner’ title protection
InvestmentNews
July 21, 2022

FPA Seeks Title Protection for Financial Planners
WealthManagement.com
July 21, 2022

FPA to Pursue Legal Recognition of 'Financial Planner'
ThinkAdvisor.com
July 21, 2022

FPA to pursue legal recognition of the term ‘financial planner’
Advisor News
July 21, 2022

That socially responsible fund may not be as ‘green’ as you think. Here’s how to pick one
CNBC
June 5, 2022

ESG Interest Among Advisors Might Have Peaked, New Survey Finds
ThinkAdvisor.com
June 3, 2022

Advisors are cooling on ESG, per FPA report
CityWire RIA
June 2, 2022

‘The time is now’ to hire some money help, says CFP: 3 questions to ask of potential financial advisors
Grow Magazine
June 1, 2022

Is Interest In ESG Investments Waning?
Financial Advisor
June 1, 2022

Advisers’ ESG use could be at tipping point: Survey
InvestmentNews
June 1, 2022

Your 27-point retirement checklist
MSN Money
May 19, 2022

College Planning and Financial Aid Training for FAs
Financial Advisor IQ
May 13, 2022

FPA Adds College Planning Certificate
Financial Advisor
May 11, 2022

FPA creates certificate course in college planning
InvestmentNews
May 11, 2022

FPA Introduces College Planning Certificate Course
ThinkAdvisor.com
May 11, 2022

Kitces Offers Discounted Speaking Fees for FPA Chapters
ThinkAdvisor.com
April 12, 2022

Taxing financial planning services is not the answer
InvestmentNews
March 30, 2022

Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently
RIA Intel
March 21, 2022

6 Succession Planning Tips for Financial Advisors in 2022
US News and World Report
March 14, 2022

Where to Find Free Professional Financial Advice
US News and World Report
March 14, 2022

FPA Partners With Carson on Advisor Coaching Service
Barron's
March 8, 2022

FPA Offers Carson Coaching Services to Members
Citywire
March 8, 2022

How to Jump Into Pro Bono Financial Planning
ThinkAdvisor.com
March 3, 2022

While Slowly Improving, a Lack of Diversity in the Financial Planning Industry Persists
CNBC
February 17, 2022

Virtual Meetings Between Clients, FAs Here to Stay: Report
Financial Advisor IQ
February 14, 2022

Course correction: FPA sharply defines its ‘core member’
Financial Planning
February 4, 2022

Journal of Financial Planning Names New Academic Editor
Financial Advisor
January 19, 2022

Best Week Ever: FPA wants you to know it’s adding value
CityWire
January 7, 2022

New CFP Board, FPA Leaders Assume Their Roles
ThinkAdvisor
January 7, 2022

Financial Planning Association 2022 president announced
Plan Adviser
January 7, 2022

New FPA President Looks To Inject Youth Into Planning Profession
Financial Advisor
January 4, 2022

Mercer’s Dennis Moore becomes president of FPA
CityWire
January 4, 2022

7 Ways to Live a Little in Retirement
AARP
November 29, 2021

With An Eye To Smaller, Newer Firms And Planners, The FPA Partners With SoFi
Financial Advisor
November 19, 2021

Some groups broaden DEI efforts to include neurodiversity
CEO Update
November 5, 2021

Financial advisors struggle with putting their clients into cryptocurrencies
CNBC
November 16, 2021

Financial advisors should have a succession plan for their firms, but most don’t. Here’s why it matters
CNBC
October 8, 2021

FPA Launches Support Community for Neurodivergent Financial Planners
ThinkAdvisor
October 6, 2021

James Lee is FPA’s 2022 president-elect
InvestmentNews
September 22, 2021

James Lee Named 2022 FPA President-Elect
Advisor News
September 22, 2021

Financial advisor vs. planner: what’s the difference?
Financial Planning
August 27, 2021

Where to Find Free Professional Financial Advice
US News & World Report
August 17, 2021

FPA Partners With Latino Leadership Institute
Financial Advisor magazine
August 17, 2021

State of the Financial Planning Association
Wicked Pissah Podcast (FPA of Massachusetts)
July 27, 2021

FPA hires chief membership experience officer to boost retention and recruiting
CityWire RIA
June 23, 2021

The Best Career Advice You've Ever Gotten: Advisors' Advice
ThinkAdvisor
June 22, 2021

4 questions for advisor Hannah Moore on the FPA’s Virtual Externship
Financial Planning Podcast
June 16, 2021

FPA Is Virtual No More, Sets In-Person Annual Conference For September
Financial Advisor
June 14, 2021

What's Changing in Financial Services Over the Next 10 Years?
Conversations for Financial Professionals Podcast
June 9, 2021

More advisers are planning to use crypto: FPA
InvestmentNews
June 1, 2021

Advisors Warming Up To Cryptocurrencies, FPA Says
Financial Advisor
June 1, 2021

Advisors' Interest in Crypto Assets Rising: FPA Survey
ThinkAdvisor
June 1, 2021

Few, if any, financial advisers expected to recommend bitcoin and dogecoin to clients — here’s how many now suggest buying crypto
MarketWatch
June 1, 2021

Advisors Pivot to Cryptocurrencies as Clients Want In On the Action
CNBC
June 1, 2021

Why (Virtual) Experiential Learning Is The Future Of Financial Planner Training
Nerd's Eye View
May 31, 2021

FPA Taps Danielle Andrus To Lead Publications Team
Financial Advisor
May 27, 2021

FPA Takes Deep Dive Into How Advisors, Clients Communicate
Financial Advisor
May 25, 2021

The Program That Will Transform the Advisory Profession
Advisor Perspectives
May 15, 2021

The FPA Externship
InvestmentNews Podcast
May 3, 2021

Without Diversity, Firms Miss Opportunity
Financial Advisor
May 1, 2021

4 Things to Ask Before You Hire a Financial Adviser
CNN
April 19, 2021

Why Virtual Internships are Here to Stay
InvestmentNews
April 15, 2021

‘Being Relevant’: FPA’s New CEO Plots a Revival in Declining Membership
Barron's
April 14, 2021

Retiring While Black
Consumer Reports
April 13, 2021

FPA to Offer Virtual Externships
Financial Advisor
April 12, 2021

FPA’s Virtual Externship Offers a Different Path Into Planning
Financial Planning
April 12, 2021

FPA, Ric Edelman's Digital Assets Council to Educate Planners on Crypto
ThinkAdvisor.com
March 31, 2021

FPA Teams With Edelman To Educate Members On Crypto
Financial Advisor
March 31, 2021

FPA Creates 'Safe Space' for Asian Americans Amid Rise in Hate Crimes
WealthManagement.com
March 26, 2021

FPA President Skip Schweiss on Financial Planning in the U.S.
Class CNBC (Italy)
March 25, 2021

Understanding the Importance of Financial Planning
Conversations for Financial Professionals Podcast
March 17, 2021

The pandemic forced Americans to face unprecedented financial dilemmas. Here’s how advisors have stepped in
CNBC
March 12, 2021

How Advisors Can Help LGBTQ Clients With Planning
Morningstar
March 5, 2021

How Advisors Should Build a Succession Plan
U.S. News and World Report
March 5, 2021

Planners boost pro bono efforts amid pandemic
InvestmentNews
February 26, 2021

Dad, a Death Sentence and the Planner Who Set Us Straight
The New York Times
February 26, 2021

How to Find a Black Financial Advisor
Nerdwallet
February 25, 2021

Skip Schweiss on Reshaping FPA’s Value Proposition
Human Capital Podcast (ThinkAdvisor)
February 22, 2021

The Future of the Financial Planning Association
Gaining Perspective Podcast (Advisor Perspectives)
February 16, 2021

OneFPA Advisory Council with Byrke Sestok & Kris Tower
Wicked Pissah Podcast (FPA of Massachusetts)
February 7, 2021

Skip Schweiss on the FPA's Goals for 2021
Investopedia
January 16, 2021

Ex-TD exec Skip Schweiss outlines priorities as FPA’s 2021 president
Citywire RIA
January 6, 2021

Skip Schweiss Becomes 2021 FPA President
Barrons
January 6, 2021

Skip Schweiss Becomes 2021 FPA President
InvestmentNews
January 6, 2021

Skip Schweiss Talks Priorities as He Takes FPA Helm
ThinkAdvisor
January 5, 2021

Americans flocked to buy life insurance, prepare wills and trusts last year
NBC News
January 1, 2021