The Financial Planning Association has appointed Patrick D. Mahoney, who has served as its interim CEO for the past seven months, its new chief executive officer. The change takes effect Jan. 1, 2021.
Mahoney was formerly an operations executive with S&P Global, the chief marketing officer of IEEE, and former president and CEO of IEEE GlobalSpec.
He also holds four patents in the U.S., Canada and Great Britain.
The permanent appointment was made after a formal search and interview process, according to 2020 FPA President Martin C. Seay.
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.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
