FPA

Retirement Upside

Why More CFPs Are Seeking Retirement-Specific Credentials

Photo by Kateryna Hliznitsova via Unsplash

Tax-savvy retirement income planning was once a niche for financial planners, but the silver tsunami has changed that.

2 min read

Photo via Daniel J. Galli & Associates

Advisor Upside

Class Is in Session with New FPA President Dan Galli

Galli’s former life as an elementary school teacher and the mindset to break down complicated topics is what drives his work as an advisor today.

4 min read
Photo via Financial Planning Association

Advisor Upside

How New FPA CEO Dennis Moore Plans to Shake Up Planning

Moore may be an industry veteran, but he has some innovative ideas for the association and its members.

5 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.