In 2000, the International Association for Financial Planning and the Institute for Certified Financial Planners merged to form the Financial Planning Association (FPA) to unify the financial planning ...

The Financial Planning Association’s Annual Conference 2021 is coming back as a live event in Columbus, Ohio, Sept .22 through Sept. 24. It will be the association’s first major in-person event since ...

We spent over half a million dollars in R&D to build a tool that makes stock research faster, sharper, and smarter. Our analysts use it every day, and now, you can too.

With fresh data showing RIAs quickly normalizing the tech inside their firms, the Financial Planning Association is rolling out a new resource hub aimed at helping its members move from AI curiosity ...

Members of the Financial Planning Association will soon have a revamped tool for client acquisition. On Wednesday, the membership organization and trade association announced it would update and ...

When exposure was higher at year-end 2022, we wrote, “We think lower valuations and higher bond yields help position us to take advantage of any continued market weakness.” We further explained at ...

Advisors grappling with the coronavirus pandemic have changed how they relate not just to their clients but to each other as well. Advisors in independent practices, much like doctors and lawyers, ...