NAPFA

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

With an eye on pathways to fee-only practices and away from an “eat what you kill” philosophy, four planners aim to usher in a more diverse profession.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Industry groups warn of creeping fiduciary obligations, while consumer advocates see it as a setback for investor protections

When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis

The fee-only association head tackles challenging issues facing members.

Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

The updated site will include more listings as well as opportunities for career coaching.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

The organization of CFP volunteers and other nonprofits are ramping up services and recognition for advisors who do good deeds.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.