Recent commentary from the FPA Queens Road Small Cap Value Fund has put RLI Corp (RLI) in the spotlight, highlighting its earnings growth, current valuation, and return on equity as key reasons for ...
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” ...
Ameritas is pleased to recognize Dan Galli, CFP, of Daniel J. Galli and Associates, as he begins his 2026 term as president of the Financial Planning Association (FPA). Galli brings depth of ...
Founded in 1954, First Pacific Advisors (FPA) is an independent investment firm. It managed $32 billion of assets under management as of Dec. 31, 2025. The investment strategy of FPA bases its ...
It's a familiar story — Financial Planning and Analysis (FP&A) of mission-critical numbers in a highly regulated industry, all dependent on highly complex yet fragile Excel spreadsheets. This was the ...
Matt Reiner's video on "The Shift from Curiosity to Competence: How AI Is Becoming a Daily Skill" (screen shot shown here) is one of many included in the FPAi Authority content library. The platform ...
With fresh data showing RIAs quickly normalizing the tech inside their firms, the Financial Planning Association is rolling out a new resource hub aimed at helping its members move from AI curiosity ...
FPA Multifamily picked up a Streeterville tower for nearly $175 million, setting the high water mark for a Chicago multifamily sale this year. Trinity Property Consultants, a firm with ties to Greg ...
FPAG's top five performers contributed 5.94% and 11.17% to its returns in the previous quarter and twelve months, respectively. bottom five detracted 2.83% and 5.01% from its returns in the previous ...
Investment management company First Pacific Advisors recently released its “The FPA Crescent Fund” third-quarter 2025 investor letter. In the third quarter, the fund gained 5.54% and 15.32% in the ...
Crown Point Apartments came online in two phases in 2007 and 2011, consisting of 14 buildings. Image courtesy of Yardi Matrix Prospect Capital Corp.’s REIT has sold Crown Point Apartments, a 466-unit ...
We analyzed policy fees, cash value growth, the reliability of policy illustrations, complaints and more Written By Written by Insurance Senior Editor, Buy Side Amy Danise is the staff Senior ...
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