The board of directors of the Certified Financial Planner Board of Standards has elected four new members: Louis Barajas, Terri Kallsen, Peter Rohr and Martin Seay.
The new directors’ three-year terms begin Jan. 1 and end on Dec. 31, 2024. This year's class will be eligible to be reelected for a second three-year term.
The board comprises 16 voting members: 10 directors who hold the CFP certification and six professionals who don’t, four of whom are public members. Kevin Keller, the CFP Board’s chief executive, continues as a nonvoting member.
Louis Barajas is president and partner of MGO Private Wealth. Terri Kallsen is chief operating officer at Wealth Enhancement Group and formerly served as executive vice president at Charles Schwab. Peter Rohr is a managing director in the Merrill Lynch private wealth advisor group. Martin Seay serves as department head and associate professor of personal financial planning at Kansas State University. He served as president of the board of the Financial Planning Association in 2020.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
