Top Stories

SEC Rolls Out Best Interest, Fiduciary Proposal

SEC Rolls Out Best Interest, Fiduciary Proposal

While the Securities and Exchange Commissioners were hardly unanimous in their assessment, they voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a variety of types of advice relationships and investment products.”   Read More

Recent Columnist Articles

Pay it Forward

Greetings, NAPA members and Firm Partners! As this is my last official column as NAPA President, I want to express my sincere gratitude and thanks to many.   Read More

The Luck of the Irish

People need more than luck to avoid winding up in the cold during retirement. Here’s some things that those who haven’t done a calculation – or who haven’t done one in a while – should keep in mind.   Read More