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.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

Their use has jumped 1,035% with assets topping more than $1 trillion.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

The federal exemption does not cancel out key planning matters affecting everyone at death.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

Newer hybrid products are popular, but they can be expensive.

Moves by Nevada and others threaten to create compliance confusion.