NAPFA

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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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  New Hire Roundup: Commonwealth Named as a Top Place to Work—Again

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.

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  NAPFA CEO Ellen Turf to Step Down Next Year

  By Joyce Hanson, AdvisorOne  |  November 12, 2012

  Turf's announcement comes on the heels of a shakeup on NAPFA’s board in August, when Ron Rhoades voluntarily resigned from his chairman-elect position due to a compliance violation.

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  To Thwart SRO Bill, Coalition Is Pressing for Senate User Fees Bill

  By Melanie Waddell, AdvisorOne  |  November 9, 2012

  Nystrom of NAPFA: the Financial Planning Coalition is 'seeing where our strengths are' in the Senate to ensure a user fees bill gets introduced in 2013.

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  Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years

  By Bob Clark, AdvisorOne  |  October 2, 2012

  Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.

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  FPA Names Janet Stanzak Its 2013 President-Elect

  By James J. Green, AdvisorOne  |  September 29, 2012

  The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."

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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.

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  Ron Rhoades’ Exit From NAPFA Shocks Fee-Based Advisor World

  By Joyce Hanson, AdvisorOne  |  August 21, 2012

  In a self-punishing mea culpa, Rhoades said he was stepping down from the NAPFA chairmanship after discovering that he had committed a violation as chief compliance officer of his firm.

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  Glass Half Full: Why Knut Rostad Remains Optimistic on Fiduciary

  By Bob Clark, AdvisorOne  |  August 15, 2012

  For investors, says Rostad, “the new normal is not just distrust, it’s disgust.” So they, especially the young, will turn to technology solutions for their advice needs. How will you react?

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  NAPFA: 8 Ways FINRA Oversight Will Hurt Indie Advisors

  By Joyce Hanson, AdvisorOne  |  June 5, 2012

  NAPFA has sounded the alarm against House Financial Services Chairman Spencer Bachus’ bill calling for a SRO to oversee advisors.