The board of directors of the Certified Financial Planner Board of Standards has elected Kamila McDonnough as its 2021 board chair-elect. Current chair-elect Douglas S. King, will serve as chair in 2021, and McDonnough will become chair in 2022.
McDonnough is president and partner of GRID 202 Partners, a registered investment advisory firm based in Washington, D.C., and North Carolina. Prior to joining the firm in February 2020, she spent time working with Rutledge Financial Partners as a wealth manager and at Dimensional Fund Advisors as a financial adviser.
In addition, she worked at Vanguard serving ultra-high-net-worth individuals and advising endowment funds and foundation resources at institutions and organizations throughout the Southern United States.
She also has served on the investment committee for Women Against Abuse, located in Philadelphia and as the foundation board president of the Junior League of Charlotte Legacy Foundation, located in Charlotte, North Carolina. She also has been an active volunteer with the IRS Volunteer Income Tax Assistance program.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income