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.
New research also reveals that one third of HSA holders withdrew more than they put in.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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