Susan John

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  How NAPFA President Susan John Wrote Her New Form ADV

  By Joyce Hanson, AdvisorOne  |  March 4, 2011

  As a service to other advisors, NAPFA President Susan John has given AdvisorOne permission to publish her firm’s complete Form ADV Part 2A brochure.

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  How to Find a Financial Advisor: NAPFA Publishes Consumer Guide

  By Joyce Hanson, AdvisorOne  |  February 15, 2011

  NAPFA has published a "Financial Advisor Field Guide" that teaches consumers how to find a qualified advisor to help them with their personal finances.

• Industry Lobbying of SEC on Fiduciary Standard to Continue

  By Melanie Waddell, AdvisorOne  |  August 31, 2010

  Unclear whether SEC will seek input on study of FINRA as SRO for advisors.

• NAPFA Chair Bill Baldwin and Chair-Elect Susan John: The Weekend Interview

  By Joyce Hanson, AdvisorOne  |  July 16, 2010

  During a press tour in New York on Thursday, July 15, NAPFA's Susan John and Bill Baldwin met with Advisor Media Group associate editor Joyce Hanson for an intrerview.

• "NAPFA Is Back," Says Group's Chair

  By Robert F. Keane  |  July 1, 2010

  With more than 500 attendees and 110 exhibitors, "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Personal Financial Advisors, told the...

• After the Starr Swindle: How Financial Advisors Can Reassure Clients

  By Joyce Hanson, AdvisorOne  |  June 4, 2010

  Financial advisors are buzzing about the SEC's $30 million fraud case against "advisor to the stars" Kenneth Starr in light of issues such as fiduciary duty, transparency and custody rules.

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  After the Kenneth Starr Swindle: How Advisors Can Reassure Clients

  By Joyce Hanson, AdvisorOne  |  June 4, 2010

  Financial advisors, RIAs and lawyers point to crucial role of third-party custodians in the aftermath of Kenneth Starr's alleged $30 million fraud.

• NAPFA Names Susan John as 2010-11 Chairperson

  By Joyce Hanson, AdvisorOne  |  May 27, 2010

  The National Association of Personal Financial Advisors (NAPFA) announced that it elected a new chairperson last week at its annual meeting in Chicago.

• NAPFA Makes Big Comeback at National Meeting

  By Robert F. Keane  |  May 19, 2010

  "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.

• NAPFA Makes Big Comeback

  By Robert F. Keane  |  May 19, 2010

  Fee-only planners gather in Chicago, as new chair is elected.