National Association Of Personal Financial Advisors (NAPFA)
Watch breaking news videos and read news updates about National Association Of Personal Financial Advisors (NAPFA) on investmentnews.com
-
NAPFA names new chief executive officer
Among the challenges facing new NAPFA CEO Geoffrey Brown is making the trade association relevant to larger firms. Nearly half of the membership is comprised of sole practioners.
-
Tweeting Las Vegas: Hot chat at NAPFA 2013NAPFA's spring conference in Las Vegas has advisers taking to Twitter to discuss hot-button industry issues, and here are some of the meeting's best tweets
-
Journalist's book blisters advisers
A new book that criticizes the financial advice industry is being panned by many advisers, but surprisingly, others agree with at least some of its conclusions.
-
NAPFA all-in on pushing CFP markWhy did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
-
Pavia: Industry should create a single standard for investment advice
The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.
-
Locker steps nimbly into NAPFA's top spot
Although Lauren Locker was thrust into the leadership of the National Association of Personal Financial Advisors unexpectedly, she is ready for the challenge.
-
New NAPFA national chairman expects quick transitionThe National Association of Personal Financial Advisors announced Tuesday that Lauren Locker was elected to serve as its national chair, filling a vacancy left by Ron Rhoades, who resigned last month after disclosing he had committed a compliance violation by failing to timely file registration
-
After bow-out, peers rally behind Rhoades
Financial advisers rallied around Ron Rhoades following the surprise announcement last Monday that he wouldn't assume the role of chairman for the powerful National Association of Personal Financial Advisors.
-
Advisers rally around Rhoades after NAPFA bow-outAdvisers rally around Ron Rhoades, who yesterday bowed out as the next chairman of NAPFA after acknowledging a minor compliance violation.
-
Hashtag slag: Next NAPFA boss calls Finra 'colossal failure,' B-Ds 'dinosaurs'Ron Rhoades, the next chairman of NAPFA, is not bashful about bashing folks on Twitter. Some choice cuts: The future boss of the financial advisers association recently called Finra a 'colossal failure,' and labelled B-Ds 'dinosaurs'.
-
Ex-NAPFA chairman stole nearly $50M from clients: SECCommission claims Spangler used the cash to secretly invest in tech companies he started
-
Financial elder-abuse rampant
The tabloid newspapers and bloggers like nothing more than a messy fight involving a wealthy family.
-
Clients are often lost with found money
Money is a good thing. By and large, most people believe that. But individuals who come into large amounts of money suddenly, whether through inheritance or some other circumstance, can face difficult and emotionally charged changes. Melissa Hammel and Holly Thomas, two financial planners who run
-
Shop Talk: Instruct clients to keep appraisals up-to-dateInvestment advisers should insist that clients get appraisals of valuables updated periodically
-
The tea leaves say ‘sell,' according to this portfolio managerFrank A. Barbera Jr., co-portfolio manager of the Sierra Core Retirement Fund, tracks a staggering number of jobs reports and other economic indicators. They all say the same thing, he says.
Advertisement
Advertisement
