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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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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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By Joyce Hanson, AdvisorOne |
August 20, 2012
NAPFA Chair-Elect Ron Rhoades said late Monday that he is stepping down from his appointment.
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By Melanie Waddell, AdvisorOne |
July 16, 2012
Ron Rhoades, the chairman of NAPFA, says the rule's biggest challenge is that a BD’s “investment strategy” must now meet suitability requirements.
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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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By Joyce Hanson, AdvisorOne |
April 27, 2012
The Committee for the Fiduciary Standard recognized Morningstar’s ‘Fiduciary Focus’ columnist Scott Simon for his contributions to the cause of advancing the fiduciary standard to investors, markets and the public.
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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 Kathleen McBride, AdvisorOne |
May 23, 2011
In registered investment advisor and fiduciary circles, Ron Rhoades, new to the IA 25 this year, is a gentleman and a scholar.
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By Melanie Waddell, AdvisorOne |
May 18, 2011
While the two spellings may be interchangeable, wirehouses may be using one to circumvent fiduciary responsibility.
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By Kathleen McBride, AdvisorOne |
May 6, 2011
Ron Rhoades, scholar, RIA, advocate for investors and member of the IA 25 is honored for his fiduciary advocacy.