The National Association of Personal Financial Advisors has elected Jeff Jones to serve as its chair-elect in the 2021-22 fiscal year, which begins Sept. 1. He is currently the group’s secretary-treasurer.
Jones is a partner at Longview Financial Advisors in Huntsville, Alabama, and its director of financial planning. Since becoming a fee-only financial planner in 2009, Jones has served on NAPFA’s south region board as symposium chair, president and chair, and then on a national level as a member of the group’s board-level committees on membership and finance.
Elected to the NAPFA board for three-year terms beginning in September were Joni Alt of Hopwood Financial in Reston, Virginia; Laura Barnett Lion of the Chicago-headquartered Mather Group; and Deva Panambur of Sarsi in West New York, New Jersey.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
