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.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
