? 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.
Complete the form for more information on becoming a part of Century Securities and for INSTANT ACCESS to this article!
Learn how top performers are currently using today's technology and tools to manage their growing client base while delivering higher levels of service.
Search engine marketing isn't about getting traffic! It’s about getting the “right” traffic based on keyword and content.
May 07, 2014
While technology innovations and platform upgrades may take an initial upfront investment they can deliver a strong ROI if managed properly. But how can you...
Apr 01, 2014
Regardless of the level of wealth that your clients enjoy, if you’re not providing them with knowledgeable advice about when and how to take their...
Mar 25, 2014
Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view...