Lauren Locker

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  Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard

  By Bob Clark, AdvisorOne  |  June 6, 2013

  In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.

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  NAPFA Names Geoffrey Brown CEO

  By Joyce Hanson, AdvisorOne  |  May 20, 2013

  In his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members.

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  NAPFA Names Top 30 Influencers

  By Joyce Hanson, AdvisorOne  |  April 3, 2013

  The "30 Most Influential" program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFA’s 1983 founding.

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  NAPFA Elects Linda Leitz as National Chairwoman

  By Joyce Hanson, AdvisorOne  |  February 19, 2013

  NAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.

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  Storm Urges

  By Olivia Mellan  |  December 21, 2012

  “Expect the best, but plan for the worst” is advice you’ve probably given your clients for years. But what happens when the worst is worse than their most awful fears?

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  NAPFA to Advisors: CFP Designation or Bust

  By Joyce Hanson, AdvisorOne  |  December 4, 2012

  NAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.

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  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

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  What Consumers Want: NAPFA’s Infographic Is Good, But…

  By Bob Clark, AdvisorOne  |  October 17, 2012

  ...it fails to address the question that should be top of mind for the entire financial planning community: Why don’t more people go to financial planners?

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  NAPFA Illustrates Dire State of Americans’ Finances

  By Melanie Waddell, AdvisorOne  |  October 5, 2012

  The trade group introduced an infographic to depict the dire state of personal finance in the United States in 2012 and the important role financial planning can have in reversing the negative trends.

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  NAPFA Elects Lauren Locker to Replace Ron Rhoades as Chair

  By Joyce Hanson, AdvisorOne  |  September 4, 2012

  Locker, who founded her own New Jersey-based firm in 1992, is a CFP and has served on NAPFA’s National Board for the past two years.