The Financial Planning Association's four-hour course is intended to help advisers assist families with education decisions.
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
The move will allow CI Financial to provide trust solutions to high-net-worth and ultra-high-net-worth clients.
Karn Couzens & Associates is based in Farmington and led by Robert A. Karn and Jeffrey P. Couzens.
Bruce and Jeff reconnect with InvestmentNew's very own technology editor, Ryan Neal, as he dives into the T3 conference in Texas. The guys discuss what Ryan's been doing during his hiatus from InvestmentNews, his big plans now that he's back, and the misleading bro culture of Silicon Valley.
InvestmentNews is partnering with FiComm on the Advisor Podcast Awards, and the deadline for nominations is Friday.
Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.
Peter Carmack exits Wells Fargo and sets up shop as Carmack Capital Management in Lees Summit, Missouri.
Christine Gustafson and her team at Phoenix Wealth Management are based in Phoenix, Arizona.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies join the firm’s network of independent advisers.
