CFP Board, Parsec Launch Diversity-Focused Scholarship
By Jeff BermanThe scholarship will provide four awards annually of up to $5,000 each over the next four years.
August 26, 2021
Wells Fargo's Wealth Unit Names Diversity ChiefCharles Nunn joins from JPMorgan and will focus on adding diverse clients and products for Wells Fargo Advisors and related businesses.
August 24, 2021
Skip Schweiss Lands a CEO GigThe FPA president and ex-TD Ameritrade exec is leading the Sierra Group of Companies as it grows in the advisor space.
August 23, 2021
LPL Exec Burt White to RetireWhite joined LPL in 2007 and is its managing director, Investor and Investment Solutions, and chief investment officer.
August 23, 2021
Jackson Nabs Fidelity's Compliance ChiefCarrie Chelko joins the annuity provider as an EVP and will become its compliance chief after the demerger with Prudential on Sept 13.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
AIG Life & Retirement Names 2 New PresidentsBoth assumed their positions Monday and will continue to report to Todd Solash.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.