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Leitz tapped as next NAPFA chair
Linda Leitz has been named chairwoman of the National Association of Personal Financial Advisors for a term that will begin Sept. 1. Ms. Leitz, founder and co-owner of It's Not Just Money Inc., a financial planning firm in Colorado Springs, Colo., will serve as chairman-elect until her appointment
NAPFA all-in on pushing CFP mark
Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
After 20 years, NAPFA's Turf plans to step down
It's been a strange few months for the advisers association. In August, its chairman-elect decided not to take the post. And on Monday, the group's long-time CEO said she's leaving this summer.
Industry groups give congressionally, not on federal level
Trade associations in the investment advice sector can agree on one thing when it comes to politics: It doesn't make any sense for their political action committees to donate to presidential candidates.
CFP Board launches ads on NPR
National Public Radio listeners are hearing an advertisement that encourages them to turn to a financial planner for guidance on their investments.The NPR ad campaign, which began Monday and runs through mid-November, is the latest phase of an awareness campaign sponsored by the Certified Financial
FSI to hike fees dramatically
The Financial Services Institute Inc. is planning to finance its beefed-up lobbying efforts with big dues increases to its broker-dealer member firms.
FSI goes straight to Obama to protest Labor fiduciary proposal
In an effort to halt that regulation and persuade the department to start over, the Financial Services Institute is going over Ms. Borzi's head and her boss's head, Secretary of Labor Hilda Solis, to President Barack Obama.
Advisers grapple with regulatory disconnect
The frustration felt by advisers about the growing wave of regulation and failed attempts to influence policy erupted last week at a town-hall-style meeting in Las Vegas.
Financial groups prep for upheaval on Capitol Hill
The potential for political upheaval on Capitol Hill following the Nov. 2 election has grabbed the attention of many financial interest groups — and has some preparing to change the targets for their advocacy efforts.
Proposed ETF council gets mixed early reviews
Exchange-traded-fund providers said last week that they are willing to consider joining a proposed ETF trade organization, but only if it could prove its value.
Axa exec replacing Casady as chairman of VA trade group
The Insured Retirement Institute last week chose James A. Shepherdson, executive vice president of Axa Equitable, as the group's chairman.
Reborn NAVA will focus on advisers and consumers
In a dramatic re-branding, NAVA Inc., the trade group of variable annuity providers, last week changed its name to the Insured Retirement Institute and its focus to serving “the insured-retirement-strategies industry and consumers who rely on those guarantees.”
PAN-ning for philanthropists' gold
Financial advisers across the country are creating networking organizations dubbed philanthropic advisers networks, or PANs, with the mission of helping advisers collaborate locally and also interact with philanthropists.
SIFMA to shed European operation
The Securities Industry and Financial Markets Association of New York and Washington said today that its London-based European operation will be spun off and merged with the London Investment Banking Association. The new lobbying group, which has yet to be named, will represent the securities
A win for labor
The Financial Services Roundtable changed the location of its March 27-29 spring meeting from Naples, Fla., to Washington after Change to Win, a coalition of labor unions, complained.
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Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews