The Financial Planning Association will host its annual conference online next month, joining other financial firms and trade groups in avoiding large in-person gatherings during the COVID-19 pandemic.
The FPA meeting will now take place digitally from Sept. 30 through Oct. 2. It had been scheduled for the Phoenix Convention Center.
The organization, which calls the conference “the largest annual gathering of certified financial planners,” said participants will be able to tune into an array of sessions and earn continuing education credits. Financial professionals can register online.
“It’s more imperative than ever that financial planners advance their knowledge and build connections to help them sustain and build their practices and meet the needs of clients during these uncertain times,” FPA president Martin C. Seay said in a statement. “In spite of challenges we’ve faced as a result of the pandemic, I’m excited the financial planning community will be able to come together digitally to have thought-provoking conversations, share experiences and discover new ideas so we can change the tomorrows of our members and those they serve.”
State securities regulators also have moved their annual conference online next month online. The North American Securities Administrators Association will install a new president — Lisa Hopkins, West Virginia senior deputy commissioner of securities — and offer panels on regulatory and enforcement developments on Sept. 1 and Sept. 2.
The FPA and NASAA are the latest organizations to go virtual for their annual meetings. They follow LPL Financial, Morningstar and Charles Schwab Corp., among others, who also opted for digital gatherings.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
