-
By Robert F. Keane |
July 1, 2010
With more than 500 attendees and 110 exhibitors, "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Personal Financial Advisors, told the...
-
By Robert F. Keane |
May 19, 2010
"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
-
By Robert F. Keane |
May 19, 2010
Fee-only planners gather in Chicago, as new chair is elected.
-
By Ed McCarthy, CFP |
February 4, 2009
It's bad enough that many retirees' portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse.
-
By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne |
November 1, 2004
Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...
-
By Staff Writer |
October 1, 2003
Once upon a time, the staff at a local United Way office realized that it had never received a donation from the town's most successful...
-
By Eric Uhlfelder |
September 30, 2003
Planners are bedeviled with ethical issues, and et