NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.
The Big 5
The story of financial planning is also the story of technology, as the two have evolved hand-in-hand over almost three decades. In 1981, both technology--as we...
Beyond the Telephone
The hype over collaboration technologies continues, but many financial advisors, particularly those in small and mid-sized firms, have taken a wait-and-see attitude before expending the...