by Kristin Beane | Sep 6, 2024 | Consumer News, FPANE News, Home Page Features
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than...
by Kristin Beane | Aug 31, 2024 | Community News, Consumer News, FPANE News, Home Page Features, Member News
FPA of New England is recognized as the 2024 Power of Financial Planning Award winner. DENVER (July 17, 2024) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the FPA of New England as the recipient...
by Kristin Beane | Aug 23, 2024 | Consumer News, FPANE News, Home Page Features
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In...
by Kristin Beane | Aug 22, 2024 | Consumer News, FPANE News, Home Page Features
Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn...
by Kristin Beane | Aug 11, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan...
by Kristin Beane | Aug 10, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important...
