NAPFA

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

John helped found the coalition between the board, NAPFA and the FPA.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

Most fortunes disappear by the time grandchildren have taken control.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.