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
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Practice Management
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
BY Rebecca Hourihan | 6/18/2020
Remember the days when you would hail a taxi? Hoping desperately that their yellow light would be on and you would be their chosen passenger? Then once in the cab, you shared your address. With a nod... Read More
BY Nevin E. Adams, JD | 6/16/2020
As Father’s Day approaches, I’ve been thinking about my dad, the life he led, the choices he made, and the legacy he left behind.
I’m not talking about money. In fact, I didn’t learn anything... Read More
BY NAPA Net Staff | 6/10/2020
CAPTRUST Financial Advisors has announced that Lakeside Wealth Management and its $1.6 billion in assets under advisement have joined the firm.
The Lakeside team, based in Chesterton, IN, includes... Read More
BY Ted Godbout | 6/1/2020
With factors ranging from staff safety, legal and liability concerns, to human resource policies, local government directives and logistical issues around maintaining social distancing within the... Read More
BY Spencer X Smith | 5/28/2020
A medical director friend of mine from Yale recently shared an important story with me about his involvement with the AIDS epidemic in 1988-1989.
“When the epidemic was at its height, two... Read More
BY David Levine, JD | 4/30/2020
After years of waiting, the SECURE Act is law. Open multiple employer plans, generally referred to as pooled employer plans (PEPs) under the SECURE Act, can go live in 2021. So what does a plan... Read More
BY Ted Godbout | 4/29/2020
In response to the logistical challenges created by the Coronavirus pandemic, some states are taking steps to authorize virtual notarization.
Given the unprecedented circumstances... Read More
BY Judy Ward | 4/21/2020
From her first mentor Mary Caballero learned to see her differences as strengths in building a career as a plan advisor. “I don’t go golfing, I’m not in that crowd. But I feel like being a woman in... Read More
BY NAPA Net Staff | 4/17/2020
As the nation grapples with the impact of the Coronavirus pandemic and its financial impact, it’s essential to be attentive to preparations that can make a huge difference, particularly in the event... Read More
BY Ted Godbout | 4/16/2020
With businesses large and small forced to adjust during these unprecedented times, an April 14 NAPA webcast sponsored by Fidelity shared helpful tips on “keeping the lights on” even when running a... Read More
BY NAPA Net Staff | 4/7/2020
In recent weeks, home offices have transformed into temporary full-time workspaces, thereby creating noticeable challenges to running a small business.
So how can you maintain a healthy practice... Read More
BY Rebecca Hourihan | 3/26/2020
Unexpected, high-energy intrusions cause panic, fear and anxiety. They command attention and can bottleneck an entire company. The chaos is expensive and kills profit margins—because fire drills... Read More
BY Nevin E. Adams, JD | 3/24/2020
I have long been enamored of so-called “end of the world” fiction—the kind where society as we know it is confronted by the aftermath of some cataclysmic event. And while “this” doesn’t seem to be... Read More
BY Spencer X Smith | 3/18/2020
Here’s a phrase I’m striving to eliminate from my vocabulary: “I have to…”
This occurred to me recently when speaking to my children. I used to say things like the following, whether to the kids,... Read More
BY Ted Godbout | 2/4/2020
New polling data by Hartford Funds reveals that difficulty recruiting and retaining talent are among this year’s top concerns among financial advisors.
When considering their practices... Read More
BY NAPA Net Staff | 2/4/2020
In an industry focused increasingly on the intersection of health and wealth, a new industry consolidation is designed to do just that.
That move marries Resources Investment Advisors with... Read More
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