NAPFA CEO Ellen Turf to Step Down Next Year
By Joyce HansonTurf's announcement comes on the heels of a shakeup on NAPFAs board in August, when Ron Rhoades voluntarily resigned from his chairman-elect position due to a compliance violation.
November 09, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 09, 2012
To Thwart SRO Bill, Coalition Is Pressing for Senate User Fees BillNystrom of NAPFA: the Financial Planning Coalition is 'seeing where our strengths are' in the Senate to ensure a user fees bill gets introduced in 2013.
November 08, 2012
These Economic Gurus Are Hopping Mad Over Obama’s VictoryMarc Faber, Peter Schiff and Charles Biderman slam Obama, while Nouriel Roubini lauds "a major defeat of Tea Party freaks."
November 08, 2012
In Election’s Wake: What Now for Advisors?TDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.
November 05, 2012
Envestnet Brings Holistic Wealth Management Platform to SymetraEnvestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.
November 05, 2012
What’s the Real Driver of Sales Success? (Hint: It’s Not Personality)While it is often thought that the at-ease extrovert is a natural salesperson, a recent study shows that personality does not predict sales success.
November 05, 2012
Number of RIAs Drops as AUM Spikes: IAA, NRSThe Dodd-Frank Act "has had a profound effect on the composition of the investment advisory profession," says David Tittsworth of IAA.