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The new tool is a collaboration with Australian firm FinaMetrica

  • By: IE Staff
  • August 25, 2014 August 25, 2014
  • 10:00

Three winners will each receive an expense paid trip to FPA BE 2014 in Seattle

  • By: IE Staff
  • June 4, 2014 June 4, 2014
  • 09:30

Five new members join the national board of Denver-based The Financial Planning Association for 2014

  • November 8, 2013 December 14, 2017
  • 09:30

Canada’s Sandra Mews named first place winner from the Americas

  • By: IE Staff
  • October 21, 2013 December 14, 2017
  • 15:15

Submissions due July 31

  • By: IE Staff
  • July 3, 2013 December 14, 2017
  • 10:30

Winners of the competition will receive a trip to FPA Experience in Orlando

  • By: IE Staff
  • May 27, 2013 May 27, 2013
  • 15:30

India has well over 1 million insurance agents and a growing community of mutual fund sales people

  • By: IE Staff
  • January 2, 2013 January 2, 2013
  • 10:25

Software aims to help advisors meet tougher regulatory requirements

  • By: IE Staff
  • November 22, 2012 November 22, 2012
  • 10:40

Version 5.6 released to Canadian users

  • By: IE Staff
  • November 13, 2012 November 13, 2012
  • 16:20

New module lets advisors to review all major aspects of a client’s financial plan from a single platform

  • By: IE Staff
  • March 6, 2012 March 6, 2012
  • 16:10