FPA is honored to have been nominated for the 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship ...

Fees are Below Average compared to funds in the same category. FPA Queens Road Small Cap Value Fund has an expense ratio of 0.78 percent. Risk is High compared to funds in the same category according ...

This year the Financial Planning Association will gather thoughts from its members, other professional organizations, regulators and policymakers to propose professional standards around title ...

The investment seeks to provide long-term total return, which includes income and capital appreciation, while considering capital preservation. The fund primarily invests in a diversified portfolio of ...

Aiming to create a streamlined experience for its members nationwide, the FPA plans to wrap up all of its 88 chapters around the country into a single legal entity, starting in 2020. While the move is ...

Investment management company First Pacific Advisors recently released its “The FPA Crescent Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter ...

In today’s turbulent economy, it’s important to turn to experts for guidance in order to preserve and protect wealth. In celebration of Financial Planning Week®, we had the opportunity to discuss with ...

After eight years, the CEO of the Financial Planning Association, Lauren Schadle, resigned last month. She leaves behind an organization that has lost thousands of members in recent years. Processing ...

FPA Global Equity ETF’s FPAG inimitable investors lead a distinctive approach. This exchange-traded fund is effectively a carve-out of the equity portfolio from FPA’s flagship allocation fund, FPA ...

A former president of the Financial Planning Association said the organization stumbled in the way that it dismissed its chief executive Lauren Schadle last week. The FPA announced on Friday that ...

The Flexible Packaging Association names Russell Grissett as chair, Kevin Keneally as executive vice chair, and David Love as ...

Claudia Cypher Kane, a Roseville, Calif.-based independent advisor with Raymond James Financial Services, has taken over as the new president of the Financial Planning Association, and her top ...