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.
How NAPFA President Susan John Wrote Her New Form ADV
As a service to other advisors, NAPFA President Susan John has given AdvisorOne permission to publish her firm’s complete Form ADV Part 2A brochure.
How to Find a Financial Advisor: NAPFA Publishes Consumer Guide
NAPFA has published a "Financial Advisor Field Guide" that teaches consumers how to find a qualified advisor to help them with their personal finances.
Industry Lobbying of SEC on Fiduciary Standard to Continue
Unclear whether SEC will seek input on study of FINRA as SRO for advisors.
NAPFA Chair Bill Baldwin and Chair-Elect Susan John: The Weekend Interview
During a press tour in New York on Thursday, July 15, NAPFA's Susan John and Bill Baldwin met with Advisor Media Group associate editor Joyce Hanson for an intrerview.
"NAPFA Is Back," Says Group's Chair
With more than 500 attendees and 110 exhibitors, "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Personal Financial Advisors, told the...
After the Starr Swindle: How Financial Advisors Can Reassure Clients
Financial advisors are buzzing about the SEC's $30 million fraud case against "advisor to the stars" Kenneth Starr in light of issues such as fiduciary duty, transparency and custody rules.
After the Kenneth Starr Swindle: How Advisors Can Reassure Clients
Financial advisors, RIAs and lawyers point to crucial role of third-party custodians in the aftermath of Kenneth Starr's alleged $30 million fraud.
NAPFA Names Susan John as 2010-11 Chairperson
The National Association of Personal Financial Advisors (NAPFA) announced that it elected a new chairperson last week at its annual meeting in Chicago.
NAPFA Makes Big Comeback at National Meeting
"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.