Elliott, the CFP Board’s first African American chair, outlines her priorities in the role, including a focus on proposed changes to the organization's appeals process and greater emphasis on enforcement.
Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business, which will be renamed Choreo.
More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.