News Release

This is one of dozens of news releases written by Lance Ritchlin during his career.

FPA and AFS Enter Agreement to Co-Publish and Increase Availability of Financial Services Review

DENVER – The Financial Planning Association® (FPA®) and the Academy of Financial Services (AFS) have entered into a partnership that makes the two organizations co-publishers of Financial Services Review – the academic journal of AFS. The agreement concludes discussions that began in late Oct. 2013.

Financial Services Review is a quarterly journal showcasing the latest in theoretical and empirical research in personal financial management, including benefits and retirement planning, estate planning, investments, insurance, real estate, international investing, investor psychology, and more. WhileFinancial Services Review showcases the latest research in financial services by the academic community, contributions from practitioners who are actively involved in financial planning, financial services, and professional associations are also included.

"As the membership organization for CFP® professionals, FPA is committed to bringing together all key stakeholders that advance the profession of financial planning. This partnership enables FPA to connect academicians, practitioners and students in support of its members and the growth of the profession," said Lauren M. Schadle, CAE, FPA executive director and CEO. "An electronic version of Financial Services Review will be available to all members, which will complement the award winning Journal of Financial Planning and substantiate FPA's role in expanding the body of knowledge for financial planning."

"FPA and AFS share the desire to encourage basic and applied research in personal financial planning, as well as the need for interaction between financial services professionals and academicians. Working together, we can bring these groups into greater alignment for the benefit of the profession and the people it serves," added Lance Palmer, Ph.D., CFP®, president of AFS and associate professor at the University of Georgia.

AFS will be invited to co-sponsor academic research presentations and hold a joint session to discuss the needs and priorities for practitioner-focused academic research at FPA BE: Seattle 2014, the annual conference of the financial planning community Sept. 20-22.

To learn more about Financial Services Review, visit the AFS website. Members of the media interested in a complimentary subscription can contact Ben Lewis.