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October 01, 2008 at 04:00 AM
The Financial Planning Association (FPA) has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award, which recognizes a member who has “made contributions to the financial planning profession and upholds FPA’s Core Values of competence, integrity, relationships, and stewardship.”…
A recent federal court decision ruled against the IRS’s position that policyholders who receive stock in a mutual-to-stock conversion of an insurance company–known as a demutualization–must pay taxes on the proceeds when the stock is sold…
NAVA, Inc. has a new president and CEO, Catherine Weatherford, who previously served as executive VP and CEO of the National Association of Insurance Commissioners…
