national association of personal financial advisors

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Here Come the "Safe" Stock Funds

As sure as rain begets mudslides, the bear market has spawned a menagerie of new "safe" equity investments. But only one is worth a cautious try. ...

Tags: Strategy, Fund, Annuity, Stock, Return, Stock Fund, MoneyWatch, Market-Neutral Funds, Absolute-Return Funds, EIA, Investment, Personal Finance, Insurance, Finance, Business Operations, Corporate Insurance, Equity-Indexed Annuities, Mutual Fund, Barbara Bedway, Morningstar, National Association of Personal Financial Advisors

Articles 2009-05-28

Additional Resources

JennisonDryden to Serve as the First NAPFA National Sponsor

NEWARK, N.J. -- JennisonDryden, Prudential Financial, Inc.'s (NYSE:PRU) proprietary mutual fund family and separate accounts provider, has been selected to serve as the first national sponsor of the National Association of Personal Financial Advisors, a leading organization of Fee-Only comprehensive financial planning professionals. "We admire NAPFA's devotion to serving...

Tags: Benefits, FINANCE, financial, Investment, Prudential Insurance Company of America

Research articles 2006-05-17

The Case Against Financial Planners

All hot and bothered I was last week to write about James Putman. He is a past president of the National Association of Personal Financial Advisors NAPFA, a white-shoe trade organization whose members pledge not to take commissions on any financial products (mutual funds, annuities and insurance, for example) and to adhere...

Tags: Financial, Financial Planner, SEC, Mutual Funds, Financial Accounting, Retirement Plans, Asset Management, Investment, Human Resources, Benefits, Finance, Operational Planning, Business Operations, Marlys Harris

Blog posts 2009-06-08

AICPA, NAPFA team up on education.(Short Interests)

Byline: Rick Miller CHICAGO - The American Institute of Certified Public Accountants in New York and the National Association of Personal Financial Advisors in Arlington Heights, Ill., are teaming up for the first time to offer a professional ...

Tags: AICPA, financial, hardware, software, team

Research articles 2004-07-26

At the Bell.(Late News)

NAPFA to launch foundation * Michael Joyce, chairman of The National Association of Personal Financial Advisors, the fee-only-planner group based in Arlington Heights, Ill., said Thursday that it plans to set up a foundation for consumer educ NAPFA...

Tags: Charles Schwab & Co. Inc., mutual fund, registry

Research articles 2004-04-26

The Gazette, Colorado Springs, Colo., Business Kudos Column.

Knight Ridder/Tribune Business News Mar. 21 -- Susan Strasbaugh of Strasbaugh Financial Advisory of Monument has been accepted for membership into the National Association of Personal Financial Advisors. -- The Colorado Springs office of Alliance Mortgage Co., at 1860 Dublin Blvd.,...

Tags: Colorado, Prudential Insurance Company of America, SALES

Research articles 1999-03-23

Accomplishments

Tracy Bolton has been appointed to the board of directors of San Diego-based Home Start ... R. Stanley Goldman was elected as one of a four-member presidium of the Golden Pacific Region of B'Nai B'rith ... Chris Weed has been accepted as a member in The National Association of Personal...

Tags: accounting, board, California State Polytechnic University

Research articles 2004-05-01