News Archive

Is Your Data Safe?

The issue of cybersec​​urity for financial advisers and their firms is as complex as it​ is critical to the future of the industry.

Despite the fact that 8 in 10 advisers identify cybersecurity as a high priority, only 29 percent of advisers completely agree they're fully prepared to manage and mitigate the associated risks. This significant disconnect only serves to demonstrate that advisers lack a clear understanding of the risks, as well as the ability to identify a common path forward to neutralize this critical issue.

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FPA_MonetizingValue_WP3_final-1.jpg Monetizing Your Value

The second of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™. For FPA members only, the whitepaper walks you through the process for understanding and defining your value.

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FPA_DefiningValue_R7_final_Page_19 Defining and Communicating Your Value

The first of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™. For FPA members only, the whitepaper walks you through the process for understanding and defining your value.

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Connect_Opt-In PlannerSearch® Updated

FPA is excited to announce the launch of the newly redesigned and re-engineered FPA PlannerSearch® to better meet the needs of our CFP® professional members and the consuming public.

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