NAPFA

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.

NAPFA’s chairman sees an “untapped market” opening up.

Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

Six fiduciary groups call on advisors press SEC to clarify the differences between advisory and brokerage business models.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.