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By Joyce Hanson, AdvisorOne |
May 9, 2012
NAPFA announced the launch of its two new websites at its 2012 national conference in Chicago.
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By Joyce Hanson, AdvisorOne |
May 9, 2012
‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
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By James J. Green, AdvisorOne |
March 30, 2012
Lawsuit whose victory surprised and delighted many changed the conversation in Washington while industry still awaits shape of a final fiduciary rule.
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By Michael E. Kitces |
March 8, 2012
Notwithstanding some of the successes of the Financial Planning Coalition in pushing forward the fiduciary battle in Washington, requiring all advisors to act in the best interests of their clients is still an uphill fight.
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By Bob Clark, AdvisorOne |
February 1, 2012
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
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By Bob Clark, AdvisorOne |
November 9, 2011
While the FPA is still struggling to overcome its trade association roots, the bigger picture is that it’s moving in the right direction on many fronts.
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By Joyce Hanson, AdvisorOne |
October 27, 2011
NAPFA welcomed a group of 10 Alfred State student scholarship winners this week at its Practice Management & Investments Conference in New York City.
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By Joyce Hanson, AdvisorOne |
August 18, 2011
The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do
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By Marlene Y. Satter |
July 28, 2011
Marilyn Capelli Dimitroff has been a groundbreaker and a role model, but perhaps her greatest influence is in the financial planning profession itself, where she presided over some of the major standards that shape the way planners do business.
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By Kathleen McBride, AdvisorOne |
March 29, 2011
Coalition also wants Congress to fund the SEC so it can fulfill its responsibilities.
