A virtual FPA program that last year advanced hundreds of aspiring planners toward the profession — many from groups underrepresented in the industry — could reach that many, or more, in the second ...

Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Despite the constantly increasing sophistication and number of threats to cybersecurity, advisors have had little in the way of training beyond frequent sessions on the topic held at conferences. Now, ...

The Financial Planning Association has launched a program to help its members work better with the media. In conjunction with AdvisorPR, a division of JConnelly, the association has launched “Media ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...