The Financial Planning Association has entered into a three-year partnership with Carson Coaching, making the Ron Carson business its official coaching partner. “The partnership is focused on supporting the business and leadership needs of FPA members and provides financial professionals ...

Saving $100 would be a drop in the bucket, or maybe in the ocean, for most clients of investment advisers. But when Tammy Wener helped a domestic violence survivor put $100 in her bank account, it was the most money ...

The board of directors of the Financial Planning Association has elected James Lee as the group’s 2022 president-elect for a one-year term beginning Jan. 1. He succeeds Dennis Moore, the incoming 2022 FPA president. Lee is president of Lee Financial ...

To support and encourage diversity and inclusion, the Financial Planning Association is offering its members access to a program developed by the Latino Leadership Institute. Both groups are based in Denver. The program, Insight to Inclusive Leadership, is delivered virtually ...