The issue of cybersecurity 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…
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Can the scary story of DOL have a happy ending?
Although October has just begun and I have yet to put serious thought into my Halloween costume, it is the appropriate time to think about something truly frightening, I am of course referring to the DOL Fiduciary rules. The spector…
President’s Message – October 2016
At our Strategic Planning Day last fall I encouraged the chapter volunteers to think about “impact” as we planned for our year ahead and beyond. There are three areas I wanted us to keep in mind specifically: members, community and…
Student/Career Changer: “Shadow” a CFP® at Financial Planning Day
Do you know a college student or career changer interested in pursuing a career in financial planning? Come find out how financial planners communicate with clients! The Career Development Committee and FPA of Minnesota are offering an invitation to attend…
Tap Social Security Benefits Early or Wait?
When is the best time to start taking Social Security payments in order to maximize the benefits you’ve worked long and hard to earn, while ensuring that income from the federal program is there when you need it? “Simple question,…
College Prerequisite: Preparing an Undergrad to Handle Their Own Finances
Now, more than a decade after graduating from college, Casey Van Zutphen can admit it: The time his parents — and especially his father — invested to teach him about managing his finances as an undergraduate has paid off in…
Deadline for Symposium Scholarship is September 15th
Do you know a college student or career changer interested in pursuing a career in financial planning? The Career Development Committee and FPA of Minnesota are offering full scholarships to attend both days of Symposium 2016. Additionally, each scholarship recipient…
SEC Proposed Rule on Continuity Planning by Registered Investment Advisers
On June 28, 2016, the Securities and Exchange Commission proposed Rule 206(4)-4 under the Investment Advisers Act of 1940 that would require each SEC-registered investment adviser to adopt, implement and annually review a written business continuity and transition plan to…
FPA MEDIA TRAINING
Become a “go to” source for journalists? On September 29th, FPA will be hosting it’s first virtual media training for 2016. Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the…
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners
Thanks to our 2016 Platinum, Gold, Silver and Bronze Partners. Partner Ad Gold Partner – Parnassus Investments: Corporate Social Responsibility: Impact on the Bottom Line Allied Partner Ad Minnesota Timberwolves: Your Client Entertainment REIMAGINED – Introducing the all-new Theater Boxes…
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