The National Association of Personal Financial Advisors has elected Jeff Jones to serve as its chair-elect in the 2021-22 fiscal year, which begins Sept. 1. He is currently the group’s secretary-treasurer.
Jones is a partner at Longview Financial Advisors in Huntsville, Alabama, and its director of financial planning. Since becoming a fee-only financial planner in 2009, Jones has served on NAPFA’s south region board as symposium chair, president and chair, and then on a national level as a member of the group’s board-level committees on membership and finance.
Elected to the NAPFA board for three-year terms beginning in September were Joni Alt of Hopwood Financial in Reston, Virginia; Laura Barnett Lion of the Chicago-headquartered Mather Group; and Deva Panambur of Sarsi in West New York, New Jersey.
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
