Articles tagged "NAPFA"
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Michael Joyce buys a stake in National Advisors Trust after taking a pass 10 years ago
Deal nets access to cheap trust services, a capital investment, the possibility of a dividend and a close-knit group of RIAs
August 4, 2011 at 6:13 AM
Eavesdropping on the NAPFA's pre-conference Women's Initiative
A daylong 'conversation café' emphasized communication, leadership and personal presentation; some guys crashed the party
May 26, 2011 at 2:08 PM
NAPFA conference hits hopeful note as members look to the future
Unfazed by venue change, advisors mixed, mingled, blogged and tweeted their way through the three-day meeting
May 25, 2011 at 1:50 PM
BrightScope's huge advisor database is first search-engine friendly way to connect consumers, advisors
Advisors can pay to add information, but disciplinary actions will show up
April 28, 2011 at 2:42 PM
What one advisor's letter to her son reveals about Americans' attitudes toward money
The financial crisis may have opened the door to money-talk -- and raises questions about advisors' responsibilities
February 25, 2011 at 2:56 PM
The RIABiz list of winners and losers in the wake of the SEC's fiduciary study
The race is on as laggards adapt to new vision of the future
January 28, 2011 at 1:17 PM
How 10 top groups define 'fiduciary'
Obama administration, SEC, FINRA, FPA, fi360, U.S. Supreme Court and SIFMA raise fiduciary bar to different heights
January 21, 2011 at 4:24 AM
As state regulatory, tax battles loom, FPA is establishing statewide organizations to counter threat
New president-elect sees a big change among broker-dealers on fiduciary issue: 'Sometimes I walk out thinking I've been in a Kumbaya situation'
November 10, 2010 at 4:43 AM
The industry's largest association has plenty at stake at its annual conference this weekend
After a trying two years in which it lost a chunk of its membership and angered others with unpopular stands, FPA is reminding advisors of its benefits
October 6, 2010 at 4:28 AM
Old foes in the fiduciary debate join new battle to sway SEC's six-month study
Advocates were working down to the wire to submit comments by the end of yesterday
August 31, 2010 at 5:31 AM
What went right: the story of the fiduciary standard this year
A long-odds fight by advocates and a well-timed Goldman Sachs stumble and -- voilà -- brokers may have to begin putting customers' interests first
June 28, 2010 at 7:29 AM
One-Man Think Tank: Being a fiduciary is suddenly in style, even as lawmakers dance around the issue
The conference committee puts off action for another day, but Ron Rhoades points out that the private sector is finding its own solutions
June 24, 2010 at 5:13 AM
NAPFA faces test if 'fiduciary' status becomes norm
Amid brewing storm, there's an eerie calm at conference
