Jeff Jones elected chair-elect of NAPFA

Jeff Jones elected chair-elect of NAPFA
Three new directors were elected to the National Association of Personal Financial Advisors' board.
AUG 04, 2021

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.

Investing in munis can complicate retirement budgeting

Latest News

Texas man says SEC and fund could make him pay twice
Texas man says SEC and fund could make him pay twice

A $141M judgment and a federal asset freeze collide over one shrinking pool

Osaic executives Kristy Britt and Greg Cornick to leave
Osaic executives Kristy Britt and Greg Cornick to leave

The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.

Estate planning becomes a client retention issue for financial advisors, survey finds
Estate planning becomes a client retention issue for financial advisors, survey finds

Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.

Candidly adds AI agents for Trump Accounts, workplace benefits
Candidly adds AI agents for Trump Accounts, workplace benefits

CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.

BMO adds three advisors in Dallas amid Y'all Street wealth boom
BMO adds three advisors in Dallas amid Y'all Street wealth boom

The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.

SPONSORED Who builds the income when the pension disappears?

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

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.