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By James J. Green, AdvisorOne |
November 15, 2012
Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
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By Robert F. Keane |
November 17, 2009
Four new members have been named to three-year terms on The Financial Planning Association's board of directors.
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By James J. Green, AdvisorOne |
November 1, 2008
At a time when investor confidence has been shaken by the almost daily news of unprecedented bailouts, bankruptcies, nationalizations, and stock markets that seemed to...
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By Kara P. Stapleton |
June 1, 2008
Schwab, Fidelity, and Pershing have a new competitor, now that LPL Financial has taken what many consider to be the next logical step as the...
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By Robert F. Keane |
June 1, 2008
"Building relationships and exploring possibilities," is how Mark Johannessen described his agenda as FPA president on a recent visit to the Investment Advisor offices in...
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By Janet Levaux, AdvisorOne |
February 1, 2008
The Securities and Exchange Commission has shared the findings of a RAND Corporation study that compares how different regulatory systems for broker-dealers and investment advisors...
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By Staff Writer |
December 1, 2007
The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners' association for...
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By James J. Green, AdvisorOne |
November 14, 2007
The Financial Planning Association announced November 12 that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners'...
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By Staff Writer |
November 21, 2006
Mark Johannessen, managing director of Sullivan, Bruyette, Spero & Blayney in McLean, Virginia, has been named President-Elect of the Financial Planning Association for 2007. As such, he will become president of the FPA in 2008, when President Nick Nicolette becomes chairman, replacing the FPA president for 2006, Dan Moisand.