Jeff and Kim Camarda Talk About Their Suit Against the CFP Board
A conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Board’s handling of the case.
NAPFA Names Geoffrey Brown CEO
In his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members.
NAPFA Elects Linda Leitz as National Chairwoman
NAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.
New Hire Roundup: Commonwealth Named as a Top Place to Work—Again
This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.
NAPFA CEO Ellen Turf to Step Down Next Year
Turf's announcement comes on the heels of a shakeup on NAPFA’s board in August, when Ron Rhoades voluntarily resigned from his chairman-elect position due to a compliance violation.
NAPFA Launches Two New Websites
NAPFA announced the launch of its two new websites at its 2012 national conference in Chicago.
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...
Birds of a Feather
There's a tendency among small businesspeople who share the same interests to come together for fellowship, networking, and to gain the economies of scale, for...
Why NAPFA Matters
As a rule, I don't respond in print to responses to my columns. I had my say, and anyone who takes exception to that (I...