New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
SEC’s Uniform Fiduciary Rule Could ‘Haunt’ Advisors
Creating a uniform fiduciary duty rule for brokers and advisors is a “deeply flawed” concept, says former investment management deputy director Robert Plaze.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
FPA Honors Advisors for Work With Sick, Needy
The FPA recognizes two advisors, one for his work with the underserved Latino community and another for his work with cancer patients.
BestBequest: Because You Can't Take Your Passwords With You
BestBequest is a way to make client data accessible to a trusted person in case of emergency.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Old Next-Gen Problems for Advisors, New ‘NexGen’ Solutions
The industry has been wrestling with next-gen issues for a decade. FPA NexGen is focusing on answers.
President-Elect Sandy Says FPA's Diversity Is Its Strength
A 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.