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Financial Planning
September 1, 2008
Stacy Schultz |
5 Questions with Diahann Lassus A short interview with Diahann Lassus, the new chair of NAPFA.   |
Investment Advisor
October 2009 |
GroupThink Professional association news: Charles Moran new chair-elect of the Certified Financial Planner Board of Standards' Board... The Financial Planning Association profession's 40th anniversary... The National Association of Personal Financial Advisors is continuing its 12-month program... |
Registered Rep.
May 19, 2011
Diana Britton |
NAPFA Announces Rebranding Campaign, Plans to Become Leader in Financial Planning The fee-only business has evolved from what it was 10 years ago, and it was time for NAPFA to reflect that change in the business or it would risk becoming irrelevant. |
Investment Advisor
October 2009
James J. Green |
Catching Up With: Bill Baldwin A telephone interview with the editor-in-chief of this publication and the new chairman of NAPFA, Bill Baldwin. |
Investment Advisor
July 2010
Robert F. Keane |
"NAPFA Is Back," Says Group's Chair Fee-only planners gather in Chicago and announce new leadership |
Investment Advisor
August 2005
Bob Clark |
Clark at Large: Why NAPFA Matters Can the future of financial planning really depend on folks who fudge their numbers? |
Investment Advisor
June 2007
James J. Green |
A Level Playing Field An interview with NAPFA's Dick Bellmer on the group's consumer education campaign on fiduciary standards. |
Investment Advisor
July 2008 |
Group Think The CFP Board has filed a comment letter with the SEC welcoming the Commission's proposal to improve the quality of information that investment advisors must provide to clients and prospective clients. |
Investment Advisor
August 2007
Bob Clark |
Genius, Pure Genius Fake studies with unsound data and faulty conclusions put people who are trying to do the right thing on the wrong track. The problem is that for over a hundred years, the financial services industry has gotten away with a fraud: acting like "advisors" but being compensated as salespeople. |
Financial Advisor
June 2012
Jim McConville |
Napfa Elects New Chair, Launches Web Sites The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group. |
Investment Advisor
August 2006
James J. Green |
IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry. |
Financial Advisor
February 2006
Tracey Longo |
NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members. |
Financial Advisor
September 2006
Andrew Gluck |
Referencing Referrals While many financial advisors around the country struggle to bring in new clients and grow their businesses, others enjoy an embarrassment of riches -- they have so much new business they don't know how to handle it. Why? |
Registered Rep.
May 20, 2011
Diana Britton |
NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y. |
Registered Rep.
October 1, 2012
Diana Britton |
60 seconds with Lauren Locker The newly elected chair of the National Association of Personal Financial Advisors talks about her priorities for the job. |
Investment Advisor
March 2008
Kathleen M. McBride |
A Fortified TD Ameritrade There's lots of support for the fiduciary advisor-client relationship at the newly strengthened TD Ameritrade. |
Investment Advisor
August 2005 |
Letters: Who're You Calling Radical? Rebels Without a Cause... Not So Fatal Attraction... It'll Go To Our Head... |
Investment Advisor
October 2007 |
Clark Strikes Another Nerve Letters to the editor: Genius, Pure Genius... Who Says They're the Good Guys... In Favor of Full Disclosure... etc. |
Investment Advisor
February 2010
Bob Clark |
Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession. |
Investment Advisor
July 2009 |
Group Think Association news: MD Preferred Service Network, an online physician resource center, is working with NAPFA to launch the MD Preferred Financial Advisor Network... Investment Adviser Association has announced a new slate of officers for the coming year... more... |
Financial Planning
August 1, 2009
David E. Adler |
Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices? |
Investment Advisor
February 2009
James J. Green |
Growth, and Advocacy A conversation with Diahann Lassus, NAPFA Chair, about NAPFA's growth, what the reaction will be in Washington to the Bernie Madoff scandal, and what NAPFA hopes to accomplish with the financial planning coalition. |
Investment Advisor
August 2006 |
Group Think The Investment Company Institute's president applauded the SEC for its decision to issue guidance... The National Association of Personal Financial Advisors (NAPFA) has presented its 2006 Special Achievement Award... etc. |
The Motley Fool
December 5, 2006
Mary Dalrymple |
Financial Education, Government Style The government could do a better job teaching financial literacy. Fortunately, many other resources are meeting the need. |
Registered Rep.
January 20, 2011
Diana Britton |
Young Fee-Only Planners Get a Foot in the Door David Grant recognized a need to focus on fee-only careers for people in their 20s and early 30s in particular, as people in this age range were getting sidelined. |
Investment Advisor
March 2009
James J. Green |
News: A Sense of Resolve? Among RIAs and broker/dealers, the need to move ahead trumps market uncertainty. |
Financial Planning
April 1, 2008
Bob Veres |
The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry. |
Registered Rep.
May 20, 2011
Diana Britton |
Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA. |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
Financial Advisor
July 2009
Sherri Scordo |
NAPFA Under Ethics Spotlight After drawing unwanted attention when some of its members were recently accused of fraud, the National Association of Personal Financial Advisors is wrestling with ways to ensure that members abide by the organization's ethical standards. |
Financial Planning
August 1, 2007
Dave Lindorff |
The Trouble at TD Its board is in turmoil and its advisors are up in arms. Why TD Ameritrade is feeling the heat. |
Investment Advisor
August 2008
Angela Herbers |
Hop Off the Bus, Gus The number one problem faced by most advisory firms these days is employee turnover, resulting from poor hiring and poor management. |
Investment Advisor
January 2010
Bob Clark |
Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking? |
Investment Advisor
November 2007 |
Lines Limned by a "Letters" Lover Letters to the Editor: Broker/Dealer of the Year Correction... Spelling correction... |
Investment Advisor
June 2007 |
Group Think NAPFA launched its second annual consumer-oriented public service campaign... Trisha Brambley, president and founder of Resources for Retirement, was appointed to represent investment counseling... etc. |
The Motley Fool
July 31, 2008
Elizabeth Brokamp |
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. |
Sports Central
July 12, 2006
Ryan Ballengee |
Who Were the Ad Wizards? The Western Open is officially dead. |
The Motley Fool
December 7, 2007
Selena Maranjian |
Financial Literacy Improves Lives A little schooling can transform children's financial futures. |
Investment Advisor
October 2010
Melanie Waddell |
Obama Calls for End to Some Bush-Era Tax Cuts; Fiduciary Lobbying Continues Some experts see a tax deal in early 2011 |
Financial Advisor
July 2006
Tracey Longo |
Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession. |
Sports Central
January 25, 2010
Ryan Ballengee |
The Inconvenient Ruse of the Independent Contractor There is not a single player inside of the top 35 of the Official World Golf Rankings at the Bob Hope Classic this week. |
Sports Central
May 29, 2007
Ryan Ballengee |
The PGA's Head-Scratching Scheduling The PGA Tour is making decisions that negatively impact some of their best events. |
Investment Advisor
June 2010
James J. Green |
Long-Term Progress Reported by Financial Planning Coalition Coalition has met with staff of all 23 members of Senate Banking Committee. |
National Defense
April 2006 |
Armored Bus Ready for Market The vehicle is impervious to 7.62 mm armor piercing bullets, grenades and most improvised explosive devices, say officials. |
The Motley Fool
May 5, 2007
Elizabeth Brokamp |
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. |
The Motley Fool
December 3, 2009
Claire Stephanic |
Would You Pay 500% on Your Debt? There's a direct correlation between education and making smart financial decisions. Unfortunately, most high schools do not offer financial literacy courses. |
Registered Rep.
February 4, 2015
Diana Britton |
The Evolution of Lee Munson Munson says now that there is a place for commissions, NAPFA is a "cult," and despite what some financial-planning purists may think, it is okay to make a lot of money in this industry. |
Financial Advisor
December 2006
Jeff Schlegel |
The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation. |
Financial Advisor
March 2008
David J. Drucker |
Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely. |
Registered Rep.
June 30, 2010
Christina Mucciolo |
Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly. |
