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Video
Wednesday, October 30, 2024
FPA Live
FPA LIVE with Julie Littlechild of Absolute Engagement
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
eBook
Wednesday, October 30, 2024
STP Investment Services
The Biggest Compliance Traps That You Don’t Even Know Are Happening at Your Firm
In today's regulatory environment, Chief Compliance Officers (CCOs) face significant challenges. From AI adoption to off-channel communications and the complexities of the new Marketing Rule, the risks are real and the costs of non-compliance are steep.
Video
Sunday, October 20, 2024
FPA Live
FPA LIVE with Blake Pinyan and Landon Warmund on FPA NexGen
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Friday, October 4, 2024
Universal Financial Consultants
Is Premium Financing Dead?
Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?
Video
Wednesday, October 2, 2024
FPA Live
FPA LIVE with Aaron Coates, CFP®, on Founding FPA NexGen
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Monday, September 16, 2024
FPA Live
FPA LIVE with Candace DeLuca and Diane Souder on Positive Community Impact
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Thursday, September 5, 2024
FIN Compliance
Maximizing Productivity: Business Management Solutions for Accessing Multiple Applications
This guide outlines how firms can integrate Single Sign-On (SSO) with a unified business management portal to streamline access to key applications like CRM, project management, accounting, and HR, enhancing efficiency and security.
Video
Wednesday, August 28, 2024
FPA Live
FPA LIVE with Matt Halloran on Influence Marketing
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
White Paper
Tuesday, August 27, 2024
Modern Life
The Strategic Use of Life Insurance in Divorce Settlements for High-Net-Worth Clients
Navigating a divorce among high-net-worth clients requires intricate planning to ensure financial stability and equitable asset distribution. This white paper delves into how life insurance can serve as a tool to secure financial obligations.
White Paper
Friday, August 23, 2024
Modern Life
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
Guide
Monday, August 19, 2024
Commonwealth
11 Estate Planning Missteps (and How to Avoid Them)
As you help your clients navigate their estate planning journey, you’ll need to be aware of potential pitfalls that can derail their intentions and wishes. Download this guide to help you anticipate common missteps before they become roadblocks.
Video
Wednesday, August 14, 2024
FPA Live
