NAPFA

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.