? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula Hogan, David Huxford, Martin Kurtz, and Michael Smith. Each new Board member will serve a three-year term beginning January 1, 2009. Potts currently serves as professor of finance and director of the financial services program for Baylor University in Waco, Texas. ? IMCA announced the election of three new members to its board: Anthony Davidow of IndexIQ; Michael Dieschbourg of Global Currents Investment Management; and Margaret Towle of Greycourt & Co. Each will serve a two-year term beginning January 1, 2009. ? The CFP Board has named Raymond Ferrara, president and CEO of ProVise Management Group of Clearwater, Florida, and Joan Wise, executive VP and general counsel for AARP, to four-year terms on its board; their terms begin January 1, 2009. ? Chet Helck, president and COO of Raymond James Financial, Inc., has been re-elected to the board of directors of SIFMA for a three-year term. ? Karen Schaeffer, immediate past chair of the CFP Board, has been named to the Board of Directors of Denver-based Financial Planning Standards Board. Her three-year term will begin on January 1, 2009.
Learn how advisors like yourself have approached this important life decision. Get specific steps and tangible action plan items now.
These articles from IMCA's Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location - taxes, returns, and...
This variable annuity has an M&E of just 0.45% - that's 65% less than the industry average.
Dec 02, 2015
Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even...
Nov 17, 2015
Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
Nov 10, 2015
Consumer behavior has shifted challenging advisors to change how they run their business by adopting new technology that allow them to focus on increasing client...