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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
July 2008
James J. Green |
NAPFA Asks Its Members to Get On the Bus The National Association of Personal Financial Advisors plans to begin a bus tour throughout the country to spread its message of prudent savings and financial literacy to consumers in 150 to 200 cities. |
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
August 2005 |
Letters: Who're You Calling Radical? Rebels Without a Cause... Not So Fatal Attraction... It'll Go To Our Head... |
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
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. |
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. |
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. |
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. |
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... |
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
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
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. |
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
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. |
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
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 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. |
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. |
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. |
Registered Rep.
May 20, 2011
Diana Britton |
Clients Need Extra Hand Holding Amid Looming Debt Crisis Advisors should be doing some extra hand-holding this summer as we wait to see how the country's debt crisis will play out. |
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. |
Registered Rep.
January 1, 2005
Shaw Grove & Alan Prince |
Does Branding Still Matter? Are today's high-net-worth clients attracted or, at best, ambivalent, to big name financial services firms? |
Financial Planning
February 1, 2013
Dave Grant |
Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself. |
Financial Planning
July 1, 2009
Marion Asnes |
Nobody Wins What can you do at this time to reach out to your clients and assure them that their faith in you is justified? |
Financial Planning
September 1, 2010
Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises. |
Financial Advisor
May 2012
Karen DeMasters |
Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place. |
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 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. |
Financial Advisor
July 2011
Andrew Gluck |
Redefining Financial Advice The fate of professionalization and the FPA hang in the regulatory balance. |
Financial Planning
August 1, 2012
Dave Grant |
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. |
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... |
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? |
Financial Advisor
March 2006
Nancy Lininger |
Letters to the Editor The New Advisory-World Order: Commissioned reps have lost clients over the years to discount brokers, day traders and now, the divine fee-only advisor. Firms embracing fees and commissions, and offering the most services and compensation options, will be reborn. |
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
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. |
Investment Advisor
September 2005
Dan Danford |
The IA Soapbox: Sorry, Bob. They Still Don't Get it There is no such thing as incidental financial advice. Either financial planning is being done properly and in the sole interests of the client (as in fee-only) or it's just being used as a ploy to sell investment products. |
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. |
Financial Planning
March 1, 2010
Bob Veres |
Successful Conferencing Do financial advisors tend to be more successful because they attend national conferences-or are successful advisors the only ones who can afford to take the time away from the office? |
Financial Advisor
April 2009
David Lawrence |
Migratory Patterns Advisors who want to move to the independent world should spend a lot of time planning the transition. |
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? |
Registered Rep.
December 4, 2012
Diana Britton |
Comings and Goings: December 2012 Russ Koesterich has been promoted to the newly created position of chief investment strategist of BlackRock... Timothy Fisk has joined wealth management firm Glenmede... Ellen Turf will step down from her role in August 2013 as CEO of The National Association of Personal Financial Advisors... |
Registered Rep.
April 9, 2003
David A. Gaffen |
Pretty Practice Prices If there's any evidence that financial advisors with smaller practices are leaving the business, FP Transitions has found it. According to the firm, the concentration of small practices (less than $300,000 in revenues) for sale has increased to 68 percent in 2002 from 42 percent in 2001. |
Financial Advisor
November 2005
Tracey Longo |
The Embattled Broker Exemption Rule While advisors talk a good game about their desire to see consumers protected by meaningful regulation, the Financial Planning Association remains the sole litigant in its lawsuit against the Securities and Exchange Commission's so-called Merrill rule. |
Investment Advisor
January 2009
Kara P. Stapleton |
Group Think News from the CFP and FPA. |
Investment Advisor
July 2006 |
Group Think Starting July 1, NAPFA will launch its "Focus on Fiduciary" campaign... A recent member-wide survey of the FPA found that its members believe that financial planners should be held to a fiduciary standard.... etc. |
Financial Advisor
June 2005
David J. Drucker |
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right? |
