The US Financial Planning Association has announced a partnership with Your Office Agent to provide workspace and office search assistance to its members.
The service will provide assistance to members seeking office space or appropriate client meeting venues for its membership, which is made up of certified financial planner (CFP) professionals from across the United States.
More than 5,000 venues have been made available and the joint venture service will check all contracts necessary and provide a range of discounted options through its association with leased and managed office space specialist Your Office Agent.
“FPA is pleased to offer its members a service that can help them develop an ideal office space that completely suits their needs,” said US FPA executive director/CEO Lauren M Schadle.
The Joint Associations Working Group (JAWG) has put forward “core principles” to improve the pathways for new advisers ...
The FAAA says it has “reservations” about extending performance testing to retirement phase products beyond ...
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin