NAPFA CEO Steps Away; FPA Prepares to Leave Planning Coalition

Aug 17, 2022

NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.

The Healthy Advisor: The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

Aug 17, 2022

Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.

Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy

Aug 17, 2022

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel

Aug 16, 2022

The founder of MarketCounsel discusses competition in the RIA industry and the future of the independent channel.

CFP Board Kicks Out Alleged Child Pornographer

Aug 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with...

Two Teams From Rival Private Banks Overseeing $6B Launch RIA

Aug 12, 2022

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

Five Pandemic Practice Changes With Staying Power

Aug 12, 2022

Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.

401(k) Real Chat: Lauren Loehning

Aug 12, 2022

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

CFP Board Chooses New Chair-Elect for 2023

Aug 11, 2022

Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.