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.
Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.
The $36 million buy allegedly hid inflated books and a $50 million diversion.
“An award citing emotional distress is very unusual,” an industry executive said.
New EBRI research found workers who participated in employer financial education reported higher confidence, literacy and financial satisfaction.
Beyond operational excellence, the winning advisors of the future are the ones who can reach across multiple disciplines without discarding specialist skills.
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
