The Commission held that seven solar QFs were required to pay time-value refunds for all revenues collected between when upstream ownership changes occurred and the filing of updated QF certifications ...

The association, which has begun the hunt for a new leader, has experienced declining membership and criticism of some initiatives. Lauren Schadle had worked at the association since the 2000 merger ...

After eight years, the CEO of the Financial Planning Association, Lauren Schadle, resigned last month. She leaves behind an organization that has lost thousands of members in recent years. Processing ...

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, ...

Former educator turned financial planner Daniel J. Galli has taken the reins of the Financial Planning Association as he begins a one-year term as FPA president at what he says is a pivotal time for ...

In today’s turbulent economy, it’s important to turn to experts for guidance in order to preserve and protect wealth. In celebration of Financial Planning Week®, we had the opportunity to discuss with ...

Claudia Cypher Kane, a Roseville, Calif.-based independent advisor with Raymond James Financial Services, has taken over as the new president of the Financial Planning Association, and her top ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...

A former president of the Financial Planning Association said the organization stumbled in the way that it dismissed its chief executive Lauren Schadle last week. The FPA announced on Friday that ...

In this episode of Human Capital, we catch up with Skip Schweiss, the 2021 president of the Financial Planning Association. Schweiss, former president of TD Ameritrade Trust Co. and managing director ...