Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
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Practice Management
BY NAPA Net Staff | 10/26/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 10/26/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Ted Godbout | 10/22/2020
Despite ceding market share in both advisor affiliations and assets under management over the past decade, the wirehouse channel continues to dominate the industry in terms of advisor productivity,... Read More
BY NAPA Net Staff | 10/12/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Ted Godbout | 10/9/2020
Despite the growth in ESG interest within the institutional investing community, DC plan adoption of dedicated ESG options is still relatively low, according to new survey results.
This finding... Read More
BY NAPA Net Staff | 10/8/2020
Having just last week closed its acquisition of E*Trade, Morgan Stanley has now agreed to purchase Eaton Vance Corp. for about $7 billion.
Morgan Stanley says the combination will better... Read More
BY Ted Godbout | 9/29/2020
Consolidation continues apace in the recordkeeping business, as Empower announced Sept. 29 that it has entered into a definitive agreement with Fifth Third Bank.
The news comes less than... Read More
BY Judy Ward | 9/17/2020
In this feature article from NAPA Net the Magazine, Judy Ward examines the use of participant data for marketing purposes.
“This whole participant-data privacy issue has ‘legs,’” says... Read More
BY NAPA Net Staff | 9/17/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/16/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/15/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/14/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/11/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Nevin E. Adams, JD | 9/8/2020
Early on a bright Tuesday morning in 2001, I was in the middle of a cross-country flight, literally running from one terminal to another in Dallas, when my cellphone rang.
It was my wife. I had... Read More
BY Nevin E. Adams, JD | 8/18/2020
I’ve always been just a bit paranoid about my personal data. All the more so because in a half dozen different circumstances over the past two decades, someone who had access to that data for... Read More
BY David Levine, JD | 8/13/2020
The popular TV soap opera “As the World Turns” ran for 54 years. Given today’s continuously rising wave of benefits litigation, it seems increasingly likely that complex retirement plan litigation... Read More
BY Ted Godbout | 8/10/2020
While the COVID-19 pandemic has tested the resilience of their digital capabilities and communication plans, advisors that capitalize on the changes may see new and unique opportunities, according to... Read More
BY Judy Ward | 8/4/2020
If you handle participant data, you’re a valuable target for a cybercriminal, especially when you’re working remotely. In the Summer issue of NAPA Net the Magazine, Judy Ward offers some... Read More
BY Ted Godbout | 7/31/2020
While the top strategic initiatives have remained consistent, certain steps taken by the top-performing RIA firms helped these firms rise above their peers and smooth the impact of volatile markets,... Read More
BY Steff Chalk | 7/30/2020
I began my Spring column in NAPA Net the Magazine with this sentence: These are unusual times due to the state of the U.S economy. At that time, the country was flush with employment... Read More
BY Nevin E. Adams, JD | 7/17/2020
Employing a fairly elaborate process and apparently enabled by access to personal employee information, an individual has been indicted on charges that he fraudulently siphoned hundreds of thousands... Read More
BY Nevin E. Adams, JD | 6/30/2020
It seems trite, almost unnecessary, to comment that we are living in and through extraordinary times.
I’m a student of history, and I have often found comfort, if not guidance, from what has... Read More
BY Judy Ward | 6/25/2020
How do you build, reinforce and reward a collaborative, multi-disciplinary team for tomorrow’s advisory business? This feature article from the latest issue of NAPA Net the Magazine takes... Read More
BY Spencer X Smith | 6/25/2020
I woke up before dawn for a year. Here’s what I learned, and how it can help you.
I’ve always been a morning person. As a kid growing up, I was the first one awake in my house. I’m not sure why,... Read More
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