With an eye toward helping financial planners build stronger businesses and better serve the needs of their clients, FPA and TD Ameritrade Institutional have entered a new strategic relationship to distribute thought leadership content to CFP® professional members of FPA.…

If you have never attended the FPA Annual Retreat, you have missed out on one of the most inspiring, energizing experiences available for the financial planning community. The event brings together thought leaders and practitioners of all backgrounds to engage…

Serving clients and building a business requires financial planners to have access to the latest thinking available on both the practice and  business of financial planning. The FPA Whitepaper Library is your opportunity to access whitepapers and content provided by…

Forty thought leaders from the financial planning profession gathered to collaborate on The Art of Practicing and the Art of Communication in Financial Planning – a new book that provides readers with insights on how financial planning should be viewed…

FPA Retreat 2017 was a terrific event full of wonderful content, and we hope you were able to join us. Even if you missed the conference, we’re pleased to announce the Retreat session recordings are now available. Don’t miss this…

September’s Journal in the Round, “Next Generation of Planners Shifting the Paradigm,” is a special event hosted by Hannah Moore on her weekly podcast, “You’re a Financial Planner, Now What?” In this episode, Hannah visits with Journal contributors Yusuf Abugideiri…

FPA is proud to be the home for financial planning students, young professionals and career changers who are looking to make financial planning their vocation. While several initiatives are in early development with the FPA NexGen community, we have announced…

Submitted by Ron Evans – Director, Member Experience See the Photo Gallery Diamond Partner, Vanguard sponsored the 2017 FPA of MN Golf and Bocce Ball tournament. It was a big success. The weather was a picture perfect day at the…

Join this month’s contributor to the Journal of Financial Planning, Steve Niehoff of the Pension Resource Institute (PRI), and Ed Gjertsen, current chair of the FPA PAC, as they share their insights on what advisers should know and do to…

What are some practical tips for choosing an alternatives strategy and asset manager that best suits a clients’ needs? What are the common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful diversification benefit? These…