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UPCOMING LIVESTREAMS

POLITICS, POLICY, AND REGULATION

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Why do financial planners need legal recognition?

October 18th 1:00 PM ET

FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

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HIGHLIGHTING WEALTH MANAGEMENT

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FP Rising Stars: Early career planning professionals advancing the industry

Financial Planning editors, a financial advisor and one of the pioneers of the RIA movement unveil the winners of FP's Rising Stars Award.

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HIGHLIGHTING WEALTH MANAGEMENT

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A conversation about behavioral finance with Shaping Wealth's Brian Portnoy

Financial Planning's Lynnley Browning speaks with Brian Portnoy of Shaping Wealth about the new ways in which financial advisors can best deploy behavioral finance in their practices.

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