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Research / Report
Navigating the Emotional Landscape of Wealth Transfer in Blended Families
Thursday, January 15, 2026 Universal Financial Consultants Today, over 40% of U.S. families are blended, and nearly 42% of adults have at least one step-relative. Without proactively managing these underlying psychological dynamics, even the most robust legal documents can succumb to conflict and fragmentation, ultimately eroding both the family's wealth and their relationships.
Video
FPA LIVE: Matt Reiner on AI and the Power of FPAi Authority
Wednesday, January 14, 2026 FPA Live 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
FPA LIVE: Reflections and Road Ahead with FPA’s Leadership Team
Monday, December 29, 2025 FPA Live 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
FPA LIVE: What Planners Should Know About Charitable Giving in 2026
Wednesday, December 10, 2025 FPA Live 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
FPA LIVE: The Present and Future of Financial Planning Education
Wednesday, December 3, 2025 FPA Live 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
FPA LIVE: 25 Years Later—Bill Carter on FPA’s Origins and Vision
Wednesday, November 19, 2025 FPA Live 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
FPA LIVE: Beth Pinsker on the Financial Toll of Caregiving
Wednesday, November 12, 2025 FPA Live 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
FPA LIVE: A Conversation with Dennis Moore, CFP®, FPA’s New CEO
Thursday, October 30, 2025 FPA Live 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
FPA LIVE: The Story Behind FPA of New England’s “Wicked Pissah Podcast
Wednesday, October 29, 2025 FPA Live 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
FPA LIVE: Angela York and Elyse Stoner on Growth Through Client Events
Thursday, October 23, 2025 FPA Live 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
FPA LIVE: Sindhu Joseph on AI as an Intelligence Layer for Planners
Wednesday, October 15, 2025 FPA Live 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
FPA LIVE: Joshua Wilson on Emotional Resonance in Brand Building
Wednesday, October 8, 2025 FPA Live 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 y