APRIL 2024: Ethics and the Profession



Serving Clients with Cognitive Decline

By Mardell D. Presler, J.D.

To prevent financial exploitation, it’s imperative that financial planners help clients establish a proper support network before they start to struggle.



Click HERE to access the DIGITAL EDITION

2024 Trends in Investing Survey

This survey asks about your use or recommendation of various investment products. Survey results will be reported in the June 2024 issue of the Journal of Financial Planning and as a research report from the Financial Planning Association. Please allow about 10 minutes to complete this survey. Take the survey HERE



Adapt or Die: Serving the Next Generation of Clients

By Jessica Colston, PCC
Planners need to start now to build relationships with clients’ children that can be sustained even beyond the parents’ lives.


Forward Thinking

Act Today, Grow Tomorrow

By Blake Pinyon, CFP®, EA

Lead Article

Optimizing Study Groups: A Guide to Forming Effective and Engaging Learning Communities

By Allison Doty, CFP®, CRPS

Featured Article

Finding Community with FPA NexGen

By Landon Warmund, CFP®, CSLP

Planner Poll

The FPA Community Weighs in on Offloading Tasks to AI

Planning a STUDY GROUP?  Check out suggested questions and other resources to make your study group a success! 



Navigating the Ethical Frontier: AI in Financial Planning

By Dani Fava
The opportunities brought about by AI must be balanced with a purposeful and ongoing approach to ethics.


The Mental Fitness Challenge

By Barbara Kay, LPC, RCC, TIPC
Overwhelming stress levels sap teams of emotional strength, but leaders can develop a training regime for positive thinking.


Tax Season: The Best Time of Year for Your Marketing?

By Kalli Fedusenko
April is a noisy month for clients, but you can show added value by helping them keep their focus.


Comparative Perspectives on Virtual Financial Planning: Similarities and Differences between Planner and Client’s Assessments of Virtual Client Meetings

By Nathan Collier, CFP®, AIF; Jason N. Anderson, CFP®, CPA; Darin Carroll, CFP®, BFA, AAMS; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I
Planners and clients have differing opinions on how effective remote meetings are. It’s important to note that their confidence lies in different aspects of virtual sessions.

Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.  




Thinking Through Thorny Issues

By Danielle Andrus


Dissatisfied Women, Hidden Fees, and Near-Retirees' Lack of Social Security Knowledge

Stat Bank


EBSA’s Lisa Gomez on Retirement Stability in the United States


Upcoming Research



The Benefits of Behavioral Nudges: Using Choice Architecture to Improve Decisions and Shape Outcomes in Retirement Savings Programs

By Shon J. Eckert, CFP®, ChFC, BFA, and Megan McCoy, Ph.D., LMFT, AFC, CFT-I
Not enough people are saving for retirement. Auto-enrollment in retirement plans is a remedy, but some have called this paternalistic. However, some form of paternalism, or nudging, will be prevalent in any designed system, so it should be made to benefit the employee.

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Digital Edition

Page through the latest digital edition online or through the FPA Publications app with archive access back 10+ years.