FPA Queens Road, an investment management firm, published its “FPA U.S. Core Equity Fund” first-quarter 2022 investor letter – a copy of which can be downloaded here. In the first quarter of 2022, the ...

The Financial Planning Association of Australia (FPA) has released a video toolkit to guide members in creating a video Statement of Advice (SOA) that it says will more efficiently service clients.

FPA E6 | Guest: Michael Kitces – Kitces It's always a treat to catch up with Michael Kitces! Chuck had the chance to chat with Michael right before he took the main stage to answer the question: "Is ...