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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
