Deerfield Financial Acquires Chicago Planning Firm
Former NAPFA Chair Dick Bellmer's Indianapolis firm to expand into Chicago area with Bowyer, Weydert buy
Genius, Pure Genius
Remember the scene near the beginning of the play and film "Amadeus," where the great Antonio Salieri, court composer to Emperor Joseph II of the...
A Level Playing Field
"A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the...
NAPFA Has Big Crowd, New Chairman-Elect
The National Association of Personal Financial Advisors (NAPFA) launched its annual meeting May 3 in Chicago with a very healthy crowd and a new chairman elect--advisor Tom Orecchio, who is currently serving as NAPFA treasurer.
NAPFA Likes CFP Board's Second Draft
The National Association of Personal Financial Advisors (NAPFA) has commented on CFP Board's second Exposure Draft to its Code of Ethics, calling it a step in the right direction.
Back in the Saddle
This month, Peggy Cabaniss turns over the reins as the chairman of the National Association of Personal Financial Advisors (NAPFA) to Dick Bellmer. But before,...