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NAPFA in the News



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2016 News Articles
NAPFA Introduces Fiduciary 101
December 7, 2016
NAPFA Names New Editor
October 31, 2016
Variable Annuities: What You Must Know About These Controversial Products,
June 17, 2016
Solving the Retirement Withdrawal Equation
June 17, 2016
Allow Billy Eichner And John Oliver To Explain Retirement Plans With Hilarious Simplicity
June 15, 2016
Isn’t Honesty the Best Policy?
June 15, 2016
How to Do a Background Check on Your Financial Adviser,
June 9, 2016
The Four Phases Of Saving And Investing For Retirement
June 9, 2016
NAPFA Commits to Holistic Fee-Only Advising
May 28, 2016
Saving's Not Enough
May 7, 2016
New standard for financial advisers: What to ask your money manager,
May 7, 2016
Commission vs. fee: How to pick a financial adviser right for you
May 5, 2016
3 general concerns that thwart retirement saving
May 5, 2016
The High Fees You Don’t See Can Hurt You
April 26, 2016
Some key questions to ask your advisor now
April 23, 2016
Is Your Advisor A Full Fiduciary Or A Halfiduciary
April 23, 2016
You're not Warren Buffett, but you can take his advice
April 23, 2016
How new retirement savings rules will affect consumers
April 20, 2016
DOL Announces Final Fiduciary Rule to Increase Consumer Protections
April 6, 2016
How Retirees Decide whether to Roll Over Their 401(k)s,
April 1, 2016
Here’s the truth about a controversial new law to protect investors,
March 15, 2016
How to select a financial planner
February 18, 2016
Dispelling 3 common myths about financial advisers
February 9, 2016
What is a fiduciary adviser and should I care
February 9, 2016
NAPFA Member, Ron Rhoades, Finra Critic
January 21, 2016
A Tutorial On Finance, A Reminder Of Fiduciary Responsibility
January 21, 2016
4 trends in retirement planning you need to pay attention to,
January 16, 2016
Ask These 6 Questions of a Potential Financial Advisor
January 7, 2016
2015 News Articles
The Document You Should Insist That Your Adviser Sign
December 16, 2015
Recognizing those who have improved our financial lives
November 25, 2015
House members poised to introduce bill to replace DOL fiduciary rule,
November 9, 2015
12 predictions about what the Labor Department’s fiduciary rule will look like when implemented
November 9, 2015
NAPFA leader claims ‘moral high ground’ in fiduciary fight
October 28, 2015
New Survey of Financial Advisors Identifies Top Advice for Retirement Planning 5, 10 and 20 Years Out
October 22, 2015
NAPFA Puts Focus On Young Advisors
September 25, 2015
Getting Good Financial Advice? 8 Ways to Be Sure
September 25, 2015
More Protection for a Nest Egg Has Some Brokers Upset
September 22, 2015
Two Voices, Two Visions: The Battle Over Fiduciary Within the SEC
September 22, 2015
Advisers Face Tougher Standards
September 22, 2015
NAPFA: Clients Do Not Know Their Protections Are Being Debated
September 18, 2015
Fiduciary September: A Time for Client-Centered Advisors to Come Together
September 15, 2015
DOL Releases Transcript from Fiduciary Rule Public Hearing
September 15, 2015
Legislators Hear Arguments About Fiduciary Reform
September 15, 2015
Misconceptions Fog Fiduciary Rule’s Upside,
September 15, 2015
Adviser running for Congress wants to protect Dodd-Frank reforms
September 4, 2015
DOL Clarifies Fiduciary Duties for Defined Contribution Plan Sponsors Offering Annuity Contracts,
September 4, 2015
The Meritless Assault on the DOL's Fiduciary Rule
August 8, 2015
Time for Wall Street to Show Investors Their Trust Matters
August 8, 2015
Next Up for DOL Fiduciary Redraft: Hearings,
August 5, 2015
The End of the 401(k)?
August 5, 2015
Americans for Annuity Protection Meets with DOL
August 1, 2015
Is this all the investing advice you’ll ever need?,
August 1, 2015
Viewpoint: We should be able to trust financial advisers
August 1, 2015
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal
July 31, 2015
Is the Department of Labor killing you with kindness?
July 31, 2015
DOL Rule Affects More Than Advice, Execs Say
July 29, 2015
DOL favorite Vanguard has issues with fiduciary proposal
July 29, 2015
Openness, transparency drawing investors to robo-advisers over Wall Street banks,
July 29, 2015
The countdown for DOL to advance its fiduciary rule ticks loudly
July 28, 2015
Financial Advisors Have Fiduciary Duty to Prospective Clients, Too
July 28, 2015
NAPFA elects three new Board members
July 14, 2015
Alleged ponzi schemes underscore importance of vetting advisors
July 14, 2015
Go beyond disclosures to stanch conflicts of interest
July 14, 2015
Can a financial planner provide help buying a home?
July 14, 2015
House Committee axes Pres. Obama request for more FA Examiners
June 12, 2015
House panel to keep SEC budget flat as lobbyists lose hope on user fees,
June 12, 2015
House panel seeks to freeze SEC budget
June 12, 2015
The problem with SIFMA’s ‘best interest” proposal
June 12, 2015
FINRA to clarify firms’ duties in curbing elder abuse,
June 12, 2015
In blunt letter, Elizabeth Warren blasts head of the SEC
June 4, 2015
The Retirement Risk We All Share
June 4, 2015
FINRA Willing to Help With Advisor Exams, but ‘Not Pushing It’
June 4, 2015
Oklahoma lawyer says fiduciaries must continually monitor retirement fund performance
June 4, 2015
Donahue Returns to SEC as Chief of Staff to Chair Mary Jo White
June 4, 2015
If You Like Your Financial Adviser, You Should Be Able To Keep Your Financial Adviser
May 23, 2015
OVERNIGHT FINANCE: Moderate Dems deal blow to Shelby's bill,
May 23, 2015
Missouri Rep. Ann Wagner wages 'war' against DOL fiduciary
May 23, 2015
If Humans Can’t Offer Unbiased Financial Advice to the Middle Class, These Robots Will
May 22, 2015
SEC’s Gallagher, Aguilar to Depart as Agency Crafts Fiduciary ‘Term Sheet’
May 22, 2015
Tibble v. Edison: Lessons for DOL Rule-making?
May 22, 2015
Sen. Elizabeth Warren Targets Broker Annuity Perks To Build Support For Fiduciary Rule,
May 2, 2015
Analysis: Regulators Selling Advisors Short,
May 2, 2015
Imagine: Brokers who work for investors,
April 24, 2015
Can you really trust what financial pros say about your retirement?
April 24, 2015
Regulators question suitability of some advice
April 24, 2015
Here’s how the DOL’s new fiduciary rule could impact insurance agents,
April 24, 2015
Be wary of “Senior” experts
April 8, 2015
Why paying for financial advice makes sense
April 8, 2015
U.S. agency wants brokers held to larger requirements
April 8, 2015
Seniors may reach too far for yield, regulator say
April 2, 2015
With fiduciary rules pending, get your compliance act in order - now
April 2, 2015
Borzi says fiduciary rule has a ways to go
April 2, 2015
How to get the best financial advice
April 2, 2015
Sheryl Garrett Tells Planners: Sign Fiduciary Oath
March 20, 2015
Labor Chief Details Talks With SEC On Fiduciary Standard
March 20, 2015
Testy Responses Between DOL Chief, House Members,
March 20, 2015
Fiduciary duty becoming a more partisan issue, with Republicans standing alone against it
March 13, 2015
Protect savings from predatory brokers: Our view
March 13, 2015
Retirement savings conflict rule: lemons or lemonade?
March 13, 2015
Why fiduciary revision is a no-brainer
March 13, 2015
President Obama warns Americans about bad retirement advice,
March 6, 2015
Fiduciary backers seek advisor input on new standards,
March 6, 2015
President Obama wants tougher regulations for financial advisers,
March 6, 2015
Questions to ask a prospective financial adviser
March 6, 2015
COLUMN – Fiduciary standard for advice is long overdue in U.S.
March 3, 2015
Will retirement advisers start putting you first?
March 3, 2015
Labor Department rankles advisers with quick video on fiduciary
March 3, 2015
‘Critical moment’ for fiduciary advisors
March 3, 2015
Industry to DOL: (Don’t) mind your own business
March 3, 2015
Retirement-account standards may tighten,
February 19, 2015
Advisors mobilize for more cybersecurity threats,
February 19, 2015
How Wall Street is fighting to rip off your retirement money
February 11, 2015
DOL fiduciary rule stalls again as brokerage industry makes last-minute push against it
February 11, 2015
Fighting financial exploitation of seniors
February 11, 2015
SEC to conduct ‘IT-related’ exams of BDs, advisors
February 11, 2015
The challenge Of selling the invisible: How do you make an intangible service like financial planning more compelling?
February 11, 2015
Fiduciary group pushes to put clients first
January 31, 2015
Investment Advisor Compliance in the Digital Age
January 31, 2015
A fiduciary standard creates internal conflicts for advisers
January 31, 2015
$1 trillion in disappearing retirement funds
January 31, 2015
Dodd-Frank implementation only half done, SEC official says
January 22, 2015
GOP thwarts Rep. Waters’ effort to add user-fees bill to Dodd-Frank package
January 22, 2015
Coalition petitions for pension advisor fiduciary mandate
January 22, 2015
Time to close Wall Street’s “Retirement Advice” loophole
January 22, 2015
SEC to conduct ‘presence exams’ on never-examined advisors
January 13, 2015
Majority of RIAs should move under state regulation: Study,
January 13, 2015
FINRA outlines priorities for 2015
January 13, 2015
House Dems defeat GOP Dodd-Frank rollback efforts
January 13, 2015
SEC Investor Advocate: Budget boost "insufficient" for full adviser exam coverage
January 6, 2015
SEC tests effectiveness of disclosures; fiduciary rule pending
January 6, 2015
Key 401(k) Supreme Court suit will shake up retirement plan advisers
January 6, 2015
Optimism abounds for financial advice industry in 2015
January 6, 2015
2014 News Articles
SEC Chief White pushes back on advisor audits
December 23, 2014
What you need to know about your financial advisor
December 23, 2014
In broker harmonization debate, the SEC is the Real Problem
December 23, 2014
Top five growing concerns for the advisors in 2015
December 23, 2014
The big issues for advisors in 2015
December 16, 2014
Will the SEC use its extra funding to strengthen adviser oversight?
December 16, 2014
SEC’s White wants stiffer oversight of asset managers
December 16, 2014
Pro-Fiduciary group pushes for SEC action
December 16, 2014
SEC chair lays out plan to oversee systemic risk of asset managers
December 16, 2014
SEC Commissioner unsure if agency can shift funds for more advisors exams
December 10, 2014
Financial planning issues wrapped into government spending bill?
December 10, 2014
FPC renews calls for user fees to fund SEC exams
December 10, 2014
SEC Commissioners Push for Investor Testing
December 10, 2014
Banner year for enforcement, SEC's Andrew Ceresney says
December 10, 2014
SIFMA invokes fear of cyberterrorists in plea to fold CARDS
December 3, 2014
Six do's and don'ts for advisor due diligence
December 3, 2014
US financial advisers resist regulators on pensions rule
December 3, 2014
How can financial advisors differentiate their services across segmented client tiers?
December 3, 2014
Commodity Futures Trading Commission teams up with SEC and Finra to combat investor fraud
November 21, 2014
Senate Committee warming up to multiple employer retirement plans for small and midsized employers
November 21, 2014
FINRA proposes pay-to-play rules
November 21, 2014
Industry divided on how to manage retirement plans
November 20, 2014
Fiduciary duty’s impact on succession planning
September 3, 2014
US advisers must pay to be regulated
September 3, 2014
An accounting is due on wrap accounts
September 3, 2014
Brokers urge expensive IRA rollovers from low-fee federal retirement plans
August 20, 2014
TD Ameritrade to launch new site matching college students with advisor jobs at NAPFA Fall Conference
August 20, 2014
FPC: Uniform Fiduciary Standard Still Urgently Needed
July 23, 2014
Financial Planning Coalition Refreshens Website
July 23, 2014
Fed bumps up rate-hike path, but sees lower long-term rates
June 19, 2014
Save the date: NAPFA Fall Conference registration opens soon
June 19, 2014
Supreme Court finds inherited IRAs not protected in bankruptcy
June 18, 2014
Need for health care, savings keeps women working longer
April 22, 2014
Navy Veteran to lead NAPFA
April 22, 2014
NAPFA and Nerd Wallet co-sponsor Financial Makeover Contest
April 21, 2014
How parents are teaching kids about money
April 18, 2014
2013 News Articles
6 money experts share dad's best credit advice
June 14, 2013
Is it Time to Consult a Financial Planner?
June 6, 2013
Money Watch: Is it time to rebalance your portfolio?
May 15, 2013
Wealth Wednesday: Four Ways to Start Building Wealth Today
May 13, 2013
Great gifts for college grads that won't break the Bank of Mom & Dad
May 13, 2013
73-year-olds search for a good,fee-only financial advisors
May 9, 2013
10 Questions To Ask When Choosing A Financial Advisor
May 9, 2013
10 Questions To Ask When Choosing A Financial Advisor
May 9, 2013
MoneyWatch: Are bonds a smart investment?
May 9, 2013
Everyday Cheapskate: The Wealth Of A Frugal Lifestyle
May 2, 2013
You Won a Big Cash Settlement - Now What?
April 23, 2013
Paying for Special needs
April 22, 2013
When to keep financial paperwork and when to toss it
April 16, 2013
Who to trust for financial advice? Some argue to to fee-only
April 16, 2013
How to Pick the Richt Financial Advisor
April 12, 2013
How to Pick a Financial Planner
March 20, 2013
Is it worth paying for 401k advice?
March 11, 2013
Where to put your savings when you're over 60
March 5, 2013
Finding the right financial adviser can be a challenge
March 5, 2013
Protecting the elderly from investment fraud
February 26, 2013
Advisers Match Clients With Tax Pros
February 18, 2013
Is an annuity a good way to guarantee income?
February 17, 2013
Countdown to Retirement: How an Advisor Can Help You Plan
February 4, 2013
Suze Orman's Take on Financial Planners
February 4, 2013
MoneyWatch: Maximizing Social Security benefits
January 22, 2013
MoneyWatch: How risky is a FHA reverse mortage?
January 8, 2013
Five Big Retirement Mistakes
January 3, 2013
Seven tips for keeping your financial fitness resolution
January 3, 2013
13 money tips for 2013
January 3, 2013
2012 News Articles
Money Watch: Can I refinance with bad credit?
December 8, 2012
Money Watch: Bond funds too risky if rates rise?
December 4, 2012
What Americans Don't Know about Financial Fees
December 4, 2012
Money Watch: Pay to have your 401(k) managed?
November 27, 2012
Money Watch: Making your retirment nest egg last
November 21, 2012
Tips on Using a Financial Advisor
November 21, 2012
Money Watch: Pros and conso of a 401(k) loan
November 21, 2012
Jill On Money (CBS Radio)
November 15, 2012
Money Watch: Benefits of converting to Roth IRA
November 15, 2012
5 years from retirement? Do this now.
November 15, 2012
WISE MONEY: CFPs can be good advisors but also salesmen
November 15, 2012
Money Watch: Making insurance benefits last
November 15, 2012
Shopping for Insurance
November 15, 2012
Show topics: Sandy and Investing
November 15, 2012
Money Watch: Tips on tackling credit card debit
November 15, 2012
Bogle: Fiduciary Duty Comes Down to "Simple Mathematics"
November 15, 2012
Buffett biographer: Don't invest in 'stuff'
November 15, 2012
Alice Schroeder on the Fiscal Cliff, the Risk in Fixed Income—and, Yes, Warren Buffett
November 15, 2012
CEO Ellen Turf to Leave NAPFA August 2013
November 12, 2012
Five questions a financial planner should ask you
October 16, 2012
Money Watch: Maximizing your Social Security
October 16, 2012
Tips for Choosing a Financial Planner
October 16, 2012
How can I find a Financial Planner?
October 16, 2012
NAPFA Illustrates Dire State of Americans' Finances
October 16, 2012
Kids and Money, Inflation, Bonds
October 8, 2012
Money Watch: Using property to fund retirement
October 8, 2012
Money Watch: How to earn more as CD matures
October 4, 2012
What to do with $1,000 now!
October 4, 2012
Longevity casts a long shadow over retirement planning
October 4, 2012
Jill on Money
October 4, 2012
Money Watch: Pros and Cons of the Roth thrift savings plan
October 4, 2012
Annuities, Retirement, Allocation
September 29, 2012
Money Watch: Should I invest in stocks to pay for college?
September 17, 2012
New NAPFA national chairman expects quick transition
September 6, 2012
Shakeup Complicates Finding a Good Financial Advisor
September 6, 2012
Alphabet Soup of Financial Designations
September 5, 2012
NAPFA Elects N.J. Advisor as National Chair
September 5, 2012
Money Watch: Will gold protect investment against inflation?
September 5, 2012
NAPFA names new Chair
September 5, 2012
Ask Jennifer: Finding Help
July 23, 2012
Money Watch: Are health care funds a smart investment?
July 23, 2012
Working with International Clients
July 23, 2012
Jill on Money: Investments, Index Funds, Allocation
July 18, 2012
Money Watch: Should I put all my assets in one brokerage firm?
July 10, 2012
How to Find a Financial Adviser You Can Really Trust
July 10, 2012
Money Watch: Retiring downsizer wonders where to park his money
July 6, 2012
Empty nesters face big decisions
June 19, 2012
Money Watch: Save more for retirement or pay down mortgage?
June 19, 2012
Money Pros: What you need to know about choosing a financial advisor
June 14, 2012
Hold on to your house a bit, or sell it now?
June 11, 2012
Jill On Money
June 11, 2012
10 Things Granma Wishes You Knew About Money
June 11, 2012
proposed chnage in investment advisor oversight under fire
June 7, 2012
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