On June 24, FPA members from across the country went to Washington, D.C. to meet with policymakers to advocate for financial planners and the profession. After a full day of more than 80 meetings, the members who participated were excited…
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Ramifications of SCOTUS Decision Regarding Same-sex Marriage
Submitted by: Steve Fischer, CPA, CFP® – Professional Issues Committee Member I include below the eloquently written final paragraphs of the recent United States Supreme Court ruling in the case of Obergefell v. Hodges. “No union is more profound than…
Cyber Security Update
Submitted by: Tom Luing, CFP®,EA – Professional Issues Committee Member We, as the FPA MN Professional Issues Committee, have discussed and written extensively on cybersecurity issues this year. This is a hot topic currently for a number of reasons: 1)…
FPA Advocacy Day in Washington, D.C. is Right Around the Corner
Our second annual FPA D.C. Advocacy Day is just weeks away. We’re excited to say that so far 50 members from 19 states and 25 FPA chapters will be engaging policymakers and influencing legislation important to the profession. Join us…
Effective Cybersecurity Policies
On April 28th, the SEC issued a Cybersecurity Guidance Update for the purpose of highlighting the importance the Commission is placing on getting advisors to do all they can to protect client information. The Guidance Update did not cover any…
FPA Advocacy Day in Washington, D.C.
Did you miss Advocacy Day in Washington, D.C. last year? If so, now is your opportunity to take part! Sixty-five members from 21 states put FPA on the map last year to raise awareness about FPA and our profession. This…
Beware the Phishing Season
Submitted by Donald McNeil, J.D. – Professional Issues Committee Member The much-anticipated Minnesota fishing opener is set for May 9, 2015. You, however, have been the subject of open Phishing every day, and even as you are reading this article,…
Minnesota Commerce Commissioner Mike Rothman Issues Cybersecurity Warning
The Minnesota Department of Commerce has seen that businesses are increasingly the target of organized cyberattacks. Cyber thieves operate globally and this is a long-term threat. The increasing reliance on technology in our daily lives leaves our sensitive financial information…
Cybersecurity is Critically Important for FPA Members
Does anyone disagree? We have ample evidence that hackers have successfully hacked banks, broker-dealers, investment advisers, governments, and corporations of all types. Relevant laws and regulations make it clear that registered representatives and investment adviser representatives have a duty to…
FPA of Minnesota’s Second Annual Advocacy Day
On February 24th, more than 20 members of FPA of Minnesota participated in the second annual Advocacy Day at the State Capital in St. Paul. It was another successful venture. We were very fortunate to have a presentation by representatives…
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