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.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
