Diahann Lassus

• New NAFPA Chair to Focus on Education, Coalition

  By James J. Green, AdvisorOne  |  September 21, 2009

  Bill Baldwin was early proponent of group's large firms initiative

• Fiduciary to the Forefront

  By Robert F. Keane  |  July 16, 2009

  A committee calling for an authentic standard throws down the gauntlet

• NAPFA National Conference Report

  By Melanie Waddell, AdvisorOne  |  June 4, 2009

  Attendance down from last year, but lots of new initiatives planned

• Top Women in Wealth: Influencer

  By Editorial Staff  |  April 1, 2009

  In a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Just...

• Teaming Up for Change

  By Melanie Waddell, AdvisorOne  |  February 1, 2009

  The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...

• Growth, and Advocacy

  By James J. Green, AdvisorOne  |  February 1, 2009

  Taking a fiduciary approach and putting the client first aren't marketing strategies adopted by the National Association of Personal Financial Advisors in the wake of...

• PROFESSIONAL GROUPS UNITE

  By Staff Writer  |  January 1, 2009

  "Exploratory meetings" are underway between the Certified Financial Planner Board of Standards, Financial Planning Association and National Association of Personal Financial Advisors to establish "appropriate...

• Changes

  By Staff Writer  |  July 1, 2008

  The Board of Directors of Putnam Investments announced that Robert "Bob" Reynolds has been named president and CEO of Putnam Investments. Charles "Ed" Haldeman, current...

• NAPFA Set Records; Elects New Chair

  By James J. Green, AdvisorOne  |  May 15, 2008

  The National Association of Personal Financial Advisors (NAPFA) announced at its annual meeting, beginning May 14 in Long Beach, California, that it had achieved several...

• Cherchez les Femmes

  By Nancy R. Mandell  |  April 1, 2008

  About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...