The tour was announced at NAPFA's mid-May national conference in Long Beach, California, during which the fee-only group celebrated its 25th birthday with what conference chair John Ritter said was its largest-ever national gathering, with 541 advisor attendees. During the meeting, NAPFA's leadership reviewed its priorities for the year, including a renewal of its Focus on Fiduciary marketing campaign.
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Consider the benefits of converting to a fee-based model, along with comparing it to a commission structure.
We've developed strategic and tactical workflows to help you get easy, flexible workflows to help you through most scenarios.
Let’s take a closer look at those risks and the potential impact they may have on a firm.
Dec 13, 2016
Join this complimentary webcast that will provide a deeper appreciation for these client segments and their needs, and show how advisors can offer protection and...
Dec 08, 2016
Join this complimentary webcast to hear best practices and next steps for operating effectively in the face of fiduciary regulations.
Nov 30, 2016
Join this complimentary webcast that will provide cybersecurity tips for compliantly protecting firm & client data.