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Video
Wednesday, September 3, 2025
FPA Live
FPA LIVE: Fighting Financial Fraud with Tom Simon
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
Wednesday, August 27, 2025
Axos Advisor Services
Advisory Fees in 2025: Are You Aligned With Your Clients or Against Them?
In today’s fast-changing advisory landscape, your fee structure isn’t just how you get paid; it’s how clients judge your transparency, trustworthiness, and value. Robo-advisors, new pricing models, and generational shifts are reshaping expectations. Are your fees keeping pace, or quietly pushing clients away?
Guide
Tuesday, August 19, 2025
Commonwealth
11 Estate Planning Traps That Could Derail Your Clients’ Future
Estate planning is high-stakes. One overlooked detail can jeopardize everything your clients worked so hard to build. As their trusted advisor, you can’t afford to let avoidable mistakes put legacies at risk.
Video
Wednesday, August 6, 2025
FPA Live
FPA LIVE: Brian Wallheimer on the State of Financial Services Trade Media
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
Thursday, July 24, 2025
FPA Live
FPA LIVE: Michael Kitces on 25 Years of FPA and the Future of 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
Tuesday, July 15, 2025
FPA Live
FPA LIVE: Celebrating the Legacy of the Journal of 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, July 9, 2025
FPA Live
FPA LIVE with Derek Pollard: Unraveling Financial Advisor Marketing Mysteries
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
Tuesday, July 8, 2025
Commonwealth
The #1 Guide to Elevating Your Retirement Income Planning Game
Are your retirement income strategies truly aligned with your clients' evolving goals, risks, and emotions? This guide gives you the framework to build more resilient plans and stronger client loyalty.
Video
Thursday, July 3, 2025
FPA Live
FPA LIVE with Destre Downing and Nick Nicolette on Building Planner Competencies
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, June 25, 2025
STP Investment Services
Launch Your Own RIA with Confidence
Ready to take control of your future as an independent financial advisor? Launching your own Registered Investment Advisor (RIA) firm is an exciting step, but it comes with complex regulatory requirements, operational decisions, and compliance obligations. Download the Ultimate RIA Launch Checklist.
Video
Thursday, June 19, 2025
FPA Live
FPA LIVE with Tim Maurer on Winning the Work
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, June 11, 2025
FPA Live
