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FPA in the News

Catch up on the latest FPA buzz! Don't just take our word for it – read what top newspapers and media outlets are saying about FPA.

 

For the latest news coverage on the Financial Planning Coalition, click here.

 

Recent Highlights  

  • 2010 FPA Chair Richard Salmen, CFP®, CFA, EA, contributed to an article in the Los Angeles Times, providing readers with advice on an initial meeting with a prospective finanical planner to compare philosophies and find out fees. He said to "pay attention to whether the planner is focused more on the process or the product, because an entire meeting to explain products is a red flag. A planner must get to know you and your financial goals before starting to recommend products to fix problems."
  • Two FPA members – Ben Muchler and Ron Myers – contributed to a Financial-Planning.com article, "The iPad's Cool Factor," and discussed how they are using the new tool to wow clients. FamilyGoesStrong.com referred readers to the FPA Web site in its article, "It's the Money, Honey," which provided tips on how big spenders and penny pinchers can coexist.
  • FPA Board member Paula Hogan, CFP®, CFA, was featured in an article on The Wall Street Journal Web site. In the article, "Think Job, Then Stocks," Hogan pointed out that career choices are more effective than portfolio moves when it comes to building one's nest egg.
  • 2010 FPA President-elect Marty Kurtz, CFP®, AIFA®, contributed to an article on Time.com. Read the article, "Financial Advisers, Losing Clients, Revamp Strategies." Time.com receives more than 8.1 million visitors monthly.
  • As part of its ongoing relationship with FPA, The Investor Protection Trust and FPA have taken charge in protecting the elderly from abuse through its "How Can I Afford Retirement?" program at public libraries. The program is designed to educate investors. Read more on FinancialAdvisorMagazine.com.
  • 2010 FPA Chair Richard Salmen, CFP®, CFA, EA, provided "Mid-Life Crisis Management" advice on SmartMoney.com, suggesting ways to limit the harm of a rash career or money move.
  • A USA TODAY referred readers to check out tips from FPA in regards to achieving bargain rates for one's next vacation. USA TODAY has a readership of 254,000. 
  • The New York Public Library and The McGraw-Hill Companies recently announced a new information hub in the heart of Manhatten – "Financial Literacy Central." Financial Literacy Central is dedicated to impoving New Yorkers' personal finances and will provide the public with free one-on-one sessions with financial planners through FPA. Learn more.
  • FPA President Tom Potts, Ph.D, CFP®, and FPA executive director/CEO Marvin W. Tuttle, Jr., CAE, took part in an interview with Investment Advisor, and discussed their optimism about Congress mandating a fiduciary standard. Read the interview.
  • The Wall Street Journal Online referred readers to FPA to search for qualified and specific financial planners. The Wall Street Journal Online receives nearly 12 million monthly visitors.

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