NAIFA's Members Blog

1 min read

The State of NAIFA Webinar Is April 15

By NAIFA on Apr 10, 2026 1:54:55 PM

All NAIFA members should attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.

Nominations Open: Celebrate NAIFA’s Best

By NAIFA on Apr 8, 2026 10:43:48 AM

Great advisors don’t just meet expectations: They set the standard.

2 min read

Terry Headley Award Nominations – Deadline March 31

By NAIFA on Mar 27, 2026 10:53:45 AM

Nominations for the Terry Headley Lifetime Defender Award are due in just 5 days!

2 min read

Are You Talking to Clients About Trump Accounts?

By NAIFA on Mar 26, 2026 1:07:01 PM

NAIFA supports public policy that that promotes financial literacy, encourages Americans to prepare for their financial futures, and offers families opportunities to achieve financial security. President Christopher Gandy has spoken and written about the opportunities afforded by 530A accounts, also known as Trump Accounts. Gandy has spoken to U.S. Treasury officials about the great promise of these financial products and Treasury has asked for feedback from industry professionals. You can help us out by answering a few brief questions.

5 min read

Medicarians Vegas is Almost Here. Join Your Peers & Save!

By Justi Folladori on Mar 23, 2026 9:38:25 AM

Experience It All at Medicarians Vegas 2026

Medicarians Vegas 2026 is quickly approaching - and it's more than just a typical conference. It's an experience designed to propel your business forward through a robust agenda, meaningful conversations, and a little fun along the way.

As a friend of NAIFA, you can still save $200 before prices increase April 3rd (details below).

Make Connections: Available exclusively to registered attendees, our Private Network & App allows you start to networking now! Discover, request, and schedule 1:1 meetings with over 5,000 peers before you arrive. View companies attending
Smart Badge: Exchange contact info instantly using your interactive badge (syncs with the Medicarians App).
Create Shared Experiences: Whether at the Puppy Park, Tee Time, Biergarten or so much more in the Expo Hall.
Meet Anytime: Use the 1:1 Meeting Zone when the Expo Hall is open, or the Meetup Point when it's not!
Breakfast & Lunches: Enjoy informal meetups over meals (included with your registration).
Celebrate in Style: Our Official After Party features a private performance by superstar Taio Cruz, ONLY for Medicarians attendees.

Prices Increase April 3rd
Why pay more? The on-site price to attend Medicarians Vegas is $2195, but as a friend of NAIFA you can secure your ticket for just $1695 if you register before prices increase Friday, April 3rd!

Attend as a Hosted Agent — FREE
Apply to join the Hosted Agent Program and receive a complimentary ticket in exchange for attending at least one sponsor-led session.

Apply for Hosted Agent Program

We look forward to seeing you at Medicarians Vegas!

Sincerely,
Team NAIFA

NAIFA Opens Nominations for Prestigious Industry Awards

By NAIFA on Mar 19, 2026 9:36:46 AM

Nominations accepted March 15 through June 30

2 min read

Why Grassroots Advocacy Matters More Than Ever

By NAIFA on Mar 18, 2026 11:49:15 AM

In today’s evolving political environment, one thing is clear: influence in Washington is changing.

25 min read

Are You Ready to Take Your RIA Firm to the Next Level?

By Justi Folladori on Mar 16, 2026 9:00:02 AM

RIA Edge Nashville is a gathering of the most successful leaders in the wealth management industry designed to help accelerate your firm's growth.

PAC Madness Round 2: Upset Shocker – A Champion Falls, Redemption Calls

By NAIFA Government Relations Team on Mar 10, 2026 1:58:08 PM

Round Two of 2026 PAC Madness is live (March 10-16), and the brackets just delivered a jolt: last year's champion, Nebraska, suffered a surprise defeat and dropped into the Redemption Bracket. Proof positive: No lead is safe, and momentum can shift.

10 min read

RIA Edge Nashville is Back in 2026. Secure Your Spot Today!

By Justi Folladori on Mar 2, 2026 9:00:04 AM

If accelerating your firm's growth is a top priority for 2026, RIA Edge Nashville is the ultimate destination to gain the strategies, insights and connections you need to achieve it.

350+ senior leaders and advisors are coming together to offer unique perspectives on AI-driven workflows, smarter onboarding, evolving investment menus, alternative allocations and scalable service models for 2026.

RIA Edge Nashville is more than just a traditional conference. It’s a carefully curated experience where every conversation is purposeful, every introduction is meaningful and the networking fosters a unique and unparalleled sense of community.