National Association of Personal Financial

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  SEC Charges Former NAPFA Chairman in $47M Fraud

  By Melanie Waddell, AdvisorOne  |  May 18, 2012

  The SEC charged Mark Spangler, a former chairman of NAPFA, with defrauding clients by secretly investing their money in two risky startup companies he co-founded.

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  PIMCO, DoubleLine Both Feature on Litman/Gregory Managed Portfolio Menu

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Star fund managers Bill Gross of PIMCO and Jeff Gundlach of DoubleLine get double billing in Litman/Gregory's managed portfolios.

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  Advisors vs. the Bag Lady Nightmare: 4 Women Talk Money With Terry Savage

  By Joyce Hanson, AdvisorOne  |  May 11, 2012

  Terry Savage, the author of “Savage Truth and Money,” is afraid of becoming poor someday. And she isn't alone: many women share her fear.

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  How to Get the Most Out of Social Security Planning for Couples: Michael Kitces

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Advisor Groups Refute FINRA’s Cost Estimates for SRO Role

  By Melanie Waddell, AdvisorOne  |  May 10, 2012

  The Boston Consulting Group released Thursday a review refuting FINRA’s cost estimates in assuming the role of an SRO for advisors, saying it underestimated costs and overestimated productivity.

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  NAPFA Launches Two New Websites

  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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  Fee-Only Planners May Be Aging World’s Best Hope

  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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  NAPFA Names Ron Rhoades Chairman

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  On opening day of the 2012 NAPFA annual conference in Chicago, outgoing chairwoman Susan John named Ron Rhoades to succeed her as head of the fee-only planners group.

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  TD Ameritrade to Focus on Women as ‘Growing Financial Force’

  By John Sullivan, Advisorone  |  May 7, 2012

  At FPA Retreat, TD Ameritrade Institutional is supporting the professional development of women advisors and expanding efforts to help independent RIAs market to women investors.