Developing a Growth Mindset and Maximizing Value” the NAPA 401(k) Summit session will feature a panel of high-profile industry experts including Alex Assaley, Steve Dimitriou, and Greg Kaplan.

Your competitors are working to provide smooth, dependable service—how are you going to respond? In a recent panel discussion, industry experts offered insights into how to rethink customer service ...

By committing to professional development, financial advisory firms can lay a foundation for future growth and success.

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.