Practice

Educators say they expect full explanation and transparency.

Advisor network Northstar Wealth Partners added two new advisors managing a combined $800 million in client assets with the help of its independent broker-dealer.

NAPFA’s new leaders are stressing new initiatives to expand the organization’s education programs and its membership.

The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

The firm picked up five advisors with almost $450 million in assets under management.

Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do.

But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

The IRS reminded taxpayers that the filing deadline remains in effect for people who requested a six-month extension to file their returns.

Janet Yellen is expected to take a more hands-on role in bank regulation than her predecessors if she is confirmed to be the next chairman of the Federal Reserve Board.

Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.