FPA Teams Up with FP Partners

 

FP Transitions pic

FP Transitions
Image: onefpa.org

Based in Houston, Texas, Henry E. Vail II is a private wealth advisor with Sucre-Vail Wealth Advisors. In this role, he has been recognized with a number of awards, including Texas Monthly Magazine’s 2011 Five Star Professional Wealth Manager designation. Over the years, Henry Vail II has stayed up-to-date on the latest trends and laws in finance by maintaining membership in the Financial Planning Association.

Earlier this year, the Financial Planning Association (FPA) rolled out a new joint initiative with FP Transitions to provide guidance to up-and-coming financial planners and equip them to become successful as they grow in the field. FP Transitions will work with the FPA to provide support to existing financial firms who are working to develop future plans concerning new leadership and other transitional issues.

FPA CEO Lauren M. Schadle, CAE, weighed in on the partnership by expressing excitement about the new opportunities the collaboration with FP Transitions will open up for FPA members. She also praised FP’s knowledge about company transition and believes the organization’s experience will help younger FPA members eventually transition into ownership roles in their firms.

The Financial Planning Association’s Annual Financial Planning Week

An accomplished financial professional with Sucre-Vail Wealth Advisors in Houston, Henry E. Vail II has received multiple accolades for his work over the years, including being selected a 2011 Five Star Professional Wealth Manager by Texas Monthly Magazine. Throughout his career, Henry Vail II has worked to enhance his knowledge and skills by remaining active in organizations like the Financial Planning Association (FPA).

In its efforts to raise public awareness of the financial planning profession and the issues affecting the financial planning process, FPA oversees a variety of programs and activities aimed at advocacy and education. As part of this work, FPA chapters from across the country come together each fall to celebrate the organization’s Financial Planning Week.

FPA members nationwide commemorate Financial Planning Week by building awareness through educational seminars, hotlines, and media interviews. Now in its 14th year, the FPA’s 2015 Financial Planning Week will be observed October 5-9. For information about local Financial Planning Week events in your area, visit http://www.onefpa.org.

FPA Survey Shows Advisors Increasingly Using ETFs

For nearly 20 years, private wealth advisor Henry E. Vail II has helped lead Sucre-Vail Wealth Advisors, an award-winning financial advisory firm in Houston that works primarily with physicians. Henry Vail II remains involved in his field as a member of the Financial Planning Association (FPA).

In a recent press release, the FPA announced that the 2015 Trends in Investing Survey found that the use of Exchange-Traded Funds (ETFs), an investment tool that advisors recommend and utilize, has continued to increase among advisors since 2006. The survey also showed that ETFs are now more popular than mutual funds and have become the preferred investment tool for advisors. In 2015, 81 percent of the surveyed advisors reported recommending or employing EFTs for their clients, which represents a more than 40 percent increase of ETF use since 2006.

Conducted by the FPA Research and Practice Institute and the Journal of Financial Planning, the 2015 Trends in Investing Survey secured 303 online responses from financial advisors with different backgrounds. More than half of the respondents also noted that they plan to increase their ETF use throughout the next year.