The Financial Planning Association has introduced a new framework that aims to define and support the behavioral skills financial planners need to build relationships, lead teams, and grow their ...

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

The Financial Planning Association (FPA) is offering a new program to help advisors chart out ways to build behavioral skills to better their practices, according to the organization. In celebrating ...

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to ...