The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

FPA PlannerSearch to transform from a static directory into an interactive platform that connects consumers with qualified CFP(R) professionals through behavioral and data-driven intelligence DENVER, ...

The Financial Planning Association will rebuild its directory using behavioral intelligence from Snappy Kraken to better ...

The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

CEO Patrick Mahoney hopes to work with the CFP Board and NAPFA in achieving legal protection for planning profession, even though it left the group over differences on the issue. By Mark Schoeff Jr.

DENVER (February 23, 2023) – As the American populace grows older, financial planners will need to address the increasing financial impact felt by older Americans and their families. To support ...

Reverse mortgage lender Finance of America Reverse (FAR) and the Financial Planning Association (FPA) recently announced a new partnership, in which both organizations will collaborate on new ...