Geoffrey Brown, CEO of the National Association of Personal Financial Advisors (NAPFA), is stepping down from his role as leader of the group of fee-only planners effective Nov. 15. He will become president and CEO of The Illinois CPA Society on Dec. 5.
The NAPFA board of directors, led by Chair Karla McAvoy, will conduct a search to fill the position and engage an interim CEO for the period between Nov. 15 and the new CEO starting, NAPFA said in a press release.
Brown has served as CEO of NAPFA for nine years.
Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
