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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
FPA LIVE with Marybeth Breed on the Impact of Pro Bono Financial Planning
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
Wednesday, August 7, 2024
FPA Live
FPA Live with Daniel Pink
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
Wednesday, July 31, 2024
Commonwealth
8 Steps to Client Retention for Breakaway Advisors
There’s a lot to plan when starting your own firm, including how you’ll communicate with and carry over your clients. These eight steps will help guide your client interactions before, during, and after transition.
Video
Wednesday, July 24, 2024
FPA Live
FPA Live with Nicole Casperson of Fintech is Femme
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.
Research / Report
Tuesday, July 16, 2024
Dimensional Fund Advisors
Measuring the Costs of Index Reconstitution: A 10-Year Perspective
Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.
Video
Wednesday, July 10, 2024
FPA Live
FPA Live with Jeff Bush of The Washington Update
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.
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