Stories From the Financial Planning Association's Annual Convention

Financial Planning Association's Annual Convention

More than 2,000 financial planning professionals from across the globe will gather in Boston for the three-day national convention of the Financial Planning Association.

President-Elect Discusses FPA Accomplishments, Challenges
BOSTON, Sept. 14, 2000 (SmartPros) -- Much has been accomplished in the nine months since the merger of the Institute of Certified Financial Planners and the International association for Financial Planners created the 29,000-member Financial Planning Association, but a lot of work remains, according to president-elect Guy Cumbie.

Morningstar Chief Speaks on Future of Investment Information
BOSTON, Sept. 14, 2000 (SmartPros) -- The inevitable democratization of investment information will have a positive impact on the mutual fund industry for investors, financial planners and fund managers, a recognized leader in the movement toward greater disclosure told a gathering of planners here.

CPA Planners Speak on Focusing Fast-growing Planning Practice

BOSTON, Sept. 14, 2000 (SmartPros) -- To enjoy the benefits that come with a growing practice, financial planners must manage growth by managing their firm's focus, two CPA planners told planning professionals gathered at the national conference of the Financial Planning Association here.

Political Risk Consultant Speaks at FPA Conference

BOSTON, Sept. 12, 2000 (SmartPros) -- With American investors increasingly looking to participate in the global economy, financial planners must be sensitive to where the opportunities are for international investing.

Financial Expert Predicts Boom Through 2009

WILLISTON, Vt., Sept. 9, 2000 (SmartPros) -- Financial planners, hold on to your hats -- the current economic boom will continue for most of the next decade, according to a noted financial expert and author.

Leading Consultant Reveals Keys to Building Successful Planning Practice

BOSTON, Sept. 9, 2000 (SmartPros) -- The financial planning practice of the future will be less dependent on the owner and more dependent on process, according to a leading consultant.

Planning Professionals Strive for Success in Boston

BOSTON, Sept. 8, 2000 (SmartPros) -- More than 2,000 financial planning professionals from across the globe will gather here next week for the three-day national convention of the Financial Planning Association.