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 ...
A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business transitions. Processing Content In 2020, he sold his firm, BPU Investment Management, to ...
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 ...
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 ...
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