Ben Harrison, co-head of wealth solutions at BNY Mellon Pershing, has been appointed the chair of the Foundation for Financial Planning by its board of trustees.
Harrison, a trustee of the foundation for the last 5½ years, had previously served as the foundation’s vice chair, or chair elect. He will serve as chair through the end of 2023.
He replaces outgoing board Chair Kate Healy, who stepped down to assume a new role as managing director of the Certified Financial Planner Board of Standards’ Center for Financial Planning.
The FFP’s new vice chair will be Dr. Dave Yeske, who will assume the year-long role of chair in 2024.
The Foundation for Financial Planning is a nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
