New NAFPA Chair to Focus on Education, Coalition
Bill Baldwin was early proponent of group's large firms initiative
Fiduciary to the Forefront
A committee calling for an authentic standard throws down the gauntlet
NAPFA National Conference Report
Attendance down from last year, but lots of new initiatives planned
Top Women in Wealth: Influencer
In a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Just...
Teaming Up for Change
The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...
Growth, and Advocacy
Taking a fiduciary approach and putting the client first aren't marketing strategies adopted by the National Association of Personal Financial Advisors in the wake of...
PROFESSIONAL GROUPS UNITE
"Exploratory meetings" are underway between the Certified Financial Planner Board of Standards, Financial Planning Association and National Association of Personal Financial Advisors to establish "appropriate...
The Board of Directors of Putnam Investments announced that Robert "Bob" Reynolds has been named president and CEO of Putnam Investments. Charles "Ed" Haldeman, current...
NAPFA Set Records; Elects New Chair
The National Association of Personal Financial Advisors (NAPFA) announced at its annual meeting, beginning May 14 in Long Beach, California, that it had achieved several...
Cherchez les Femmes
About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...