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Advisers need to be web-savvy
With phone books quickly going by the wayside, it is essential that planners create first-class websites to market their firms, Portland Financial Advisors founder Russell Francis said.
Tucker Carlson: Candidates weak on economy
Neither Sen. Barack Obama nor Sen. John McCain possesses a solid sense of the economy political commentator Tucker Carlson told attendees of the National Association of Personal Financial Advisers conference today.
Taking financial advice on the road
NAPFA will join forces with TD Ameritrade to launch a year-long bus tour to promote financial literacy across the country.
Lassus named chairwoman of NAPFA
Diahann Lassus of New Providence, N.J will replace Tom Orecchio, whose one-year term concludes on Sept. 1.
NAPFA acts to lure members
In a bid to expand its membership, NAPFA has inked a deal to expand its dealings with the Financial Information Group Inc.
NAPFA slams RAND report findings
The report did not address the "errant government policies" leading to the "dismal state of affairs" for consumers.
NAIFA names deputy chief executive
Susan B. Waters will be responsible for setting new direction and priorities for the organization.
NAPFA and Hueler offer retirement products
NAPFA has teamed up with the Hueler to launch a platform that allows fee-only planners to purchase institutionally priced annuities for their clients.
NAPFA urges transparency for 12(b)-1 fees
NAPFA outlined several recommendations regarding the use of 12(b)-1 fees by mutual fund companies.
Fast Track – Napfa: A new chairman, a new direction
The National Association of Personal Financial Advisors is planning to take off in a new direction now that Steven P. Kanaly is at the controls.
