Susan John

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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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  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.

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  Worst-Case Scenario Is Diluted Fiduciary Standard: TD’s Nally

  By James J. Green, AdvisorOne  |  May 11, 2012

  At NAPFA National, the new head of TDAI made the case for RIAs, younger advisors and female clients, but fretted about Dodd-Frank implementation, and urged advisors to “focus on running a business.”

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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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  Reconsidering Reverse Mortgages

  By Joyce Hanson, AdvisorOne  |  March 26, 2012

  Times were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.

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  Tips to Manage Personal Wealth in Volatile Markets: NAPFA

  By Joyce Hanson, AdvisorOne  |  October 31, 2011

  AdvisorOne offers top tips culled from speakers at NAPFA’s Practice Management & Investments conference in Brooklyn. Topics include risk management, behavioral finance and macroeconomics.

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  NAPFA Hosts Student Scholarship Winners at Brooklyn Conference

  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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  NAPFA Announces New National Board Members

  By Joyce Hanson, AdvisorOne  |  June 9, 2011

  The new board members, all CFPs, were introduced to membership at the NAPFA National Conference in Salt Lake City on May 20 and elected on June 6.