National Association of Personal Financial

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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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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  FPA Makes Two Big Pushes in Washington

  By Melanie Waddell, AdvisorOne  |  April 26, 2013

  The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.

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  PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response

  By Danielle Andrus, AdvisorOne  |  April 25, 2013

  NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.

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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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  Women and Taxes: Tax Season Gender Gap?

  By Joyce Hanson, AdvisorOne  |  March 11, 2013

  Now that the fiscal cliff deal is a reality, women—whether young, in mid-career or retirement age—can expect to see a few tax rules that will affect them especially.

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  NASAA to Push SEC User Fees, ‘Stay On Guard’ Against FINRA SRO

  By Melanie Waddell, AdvisorOne  |  March 5, 2013

  Chief among state securities regulators’ legislative agenda this year will be pushing SEC user fees, not a FINRA SRO, to better regulate advisors, NASAA President Heath Abshure said Tuesday.

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  Ketchum’s Big SRO Omission

  By Melanie Waddell, AdvisorOne  |  February 25, 2013

  Richard Ketchum, CEO of FINRA, omitted a crucial detail in a recent interview he gave.

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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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  FINRA Shifts SRO Fight to Senate, as House Effort Falters

  By Melanie Waddell, AdvisorOne  |  February 7, 2013

  With the House unlikely to pursue an SRO bill this year, FINRA has set its sights on the Senate to push a bill that would give FINRA the authority to become the SRO for advisors.