Boom in Demand for 401(k) Advisors
If five skilled 401(k) advisors applied for a job with PSA Financial today, a PSA executive said, she’d hire them on the spot.
Does Your Client Want to Divest From Fossil Fuels?
Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
NAPFA Taps Leitz as National Chairwoman for 2-Year Term
Linda Leitz, co-owner of the fee-only financial planning firm It’s Not Just Money in Colorado Springs, will be NAPFA chairwoman for the 2013-2014 board term.
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.
Madame Ex: Advising ‘Gray Divorcees’
We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.
The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’
They’ve been called the "gray divorcees," and their numbers are growing. Are you ready to serve them well?
NAPFA Announces New National Board Members
The new board members, all CFPs, were introduced to membership at the NAPFA National Conference in Salt Lake City on May 20 and elected on June 6.