? 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.
Examine the impact that integrated technology and outsourcing can have on an RIA's operational efficiency and ability to compete in today's marketplace.
Finding the right balance between your personal and professional life is essential at finding individual happiness and business success. Download our latest white paper on...
Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
May 07, 2015
If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
Apr 29, 2015
This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for...