The Financial Planning Association will present its 2022 Heart of Financial Planning Award to Shawn J. Jacobson, Mark Prendergast and Celeste Revelli at the group’s annual conference in Seattle in December.
The award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion for contributing or giving back to the financial planning community and/or public, the FPA said in a press release Monday.
Shawn J. Jacobson, a financial adviser with NorthRock Partners in Minneapolis, Minnesota, has been an active member in FPA of Minnesota for many years. Mark Prendergast, director of tax strategies at Inspired Financial in Huntington Beach, California, is a former FPA Knowledge Circle host and past member of the FPA Board of Directors. Celeste Revelli is director of digital planning at Fidelity Investments based in Philadelphia, Pennsylvania, and a former director of the FPA of the Philadelphia/Tri-State area board of directors.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
Certain foreign banking agreements could force borrowers to absorb Section 899's potential impact, putting some lending relationships at risk.
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.
