Dr. Carolyn McClanahan announced on Twitter she was parting ways with the software provider that builds modules to help advisors in asking their clients tough aging-related questions.
Jack Brod, the new chair at the CFP Board, said the review may include examining the board’s composition and revising term limits for its members.
FSI's five new board members include three female industry leaders.
A cybersecurity breach cost one of Darrell Kay's clients $100,000. The fallout impacted his life in ways he couldn't have anticipated.
Creative Planning's acquisition of Stratford Consulting gives the RIA an even stronger foothold in the Dallas metro area.
Fiduciary Trust International's acquisition of Pennsylvania Trust is the firm's second deal this month.