2 Boston-Area RIAs Merge to Form $1.2 Billion Firm
Argent Wealth and Pillar Financial will continue to focus on HNW and UHNW clients, leveraging scale and complementary services, says Dave DeVoe.
NAPFA Chair Bill Baldwin and Chair-Elect Susan John: The Weekend Interview
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
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...
Long-Term Progress Reported by Financial Planning Coalition
Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...
NAPFA Makes Big Comeback at National Meeting
"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.
Catching Up With: Bill Baldwin
The fiduciary issue is a hot topic among many advisors these days, but at the National Association of Personal Financial Advisors, embracing a fiduciary standard...
New NAFPA Chair to Focus on Education, Coalition
Bill Baldwin was early proponent of group's large firms initiative