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Archived Press Releases


Press Releases for 2007

9/19/2007
NAPFA and Hueler Companies Partner to Provide Fee-Only Advisors Access to Low Cost, High Quality Retirement Income Products via the Income Solutions® Platform

8/16/2007
NAPFA Appeals to the SEC: Protect Fiduciary Duty

8/1/2007
Kiplinger’s Personal Finance and National Association of Personal Financial Advisors Team Again to Offer Free Financial Check-Ups

7/26/2007
NAPFA Challenges The DOL To Adopt Tougher ERISA Disclosures

7/25/2007
Fee-Only Advisors Urge The SEC To Review 12b-1 Fees

7/18/2007
Think Investors Are Confused Now, Wait Until FINRA Becomes Official

5/16/2007
Leading Financial Service Organizations To Help Fee-Only Advisors Follow PPA Provisions for ‘Fiduciary Adviser’ Standard

5/15/2007
NAPFA Hails End of Broker-Dealer Litigation

5/10/2007
Financial Advisors Discuss Consumer Protection, Investments, Retirement Planning

5/3/2007
NAPFA Unveils 2007 Fiduciary Campaign At National Conference

5/2/2007
Consumers Understand “Fiduciary” … And They Care About It

Press Releases for 2006

11/22/2006
Fee-Only Financial Advisors Make Their Mark In Top Advisors List

9/27/2006
“The CFP Code of Ethics Must Include A Fiduciary Standard”
NAPFA submits comments on CFP Board of Standards’ Draft Code of Ethics

9/21/2006
National Magazine Names Several NAPFA Members to Prestigious List

9/20/2006
National Magazine Names Several NAPFA Members to Prestigious List

9/12/2006
Promoting ‘Truly Comprehensive, Strictly Fee-Only’ Financial Planning:
NAPFA Elects National Board to Lead the Association in 2006-07

6/12/2006
NAPFA Recognizes Tom Bradley and TD AMERITRADE

5/30/2006
NAPFA Unveils Consumer Education Campaign At National Conference

5/24/2006
NAPFA Releases Inaugural Membership Benchmarking Survey

5/19/2006
NAPFA Calls on CFP Board of Standards to Adopt Fiduciary Standards

1/29/06
SEC Letter Re: Petition by the Securities Industry Association for Additional Delay in the Compliance Date of Rule 202(a)(11)-1 (File No. S725-99)

Press Releases for 2005

12/21/2005
Watch Out for Smith Barney’s "Financial Advisors," NAPFA Declares

12/8/2005
Helping Consumers Find Truly Comprehensive Financial Planners

12/4/2005
NAPFA Makes Its Mark In Annual List Of Top Wealth Advisors

10/31/2005
Advancing Fee-Only Financial Planning In 2005-06: NAPFA Elects National Board to Lead the Way

8/31/2005
NAPFA Supports Stronger Federal Regulation of 403(b) Retirement Programs for Educators

9/22/2005
Letter to Fidelity, Schwab, TD Waterhouse etc.

9/22/2005
NAPFA calls on Broker-Dealers to voluntarily comply with RIA rules

 

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