The Financial Planning Association said its board of directors elected Dennis J. Moore, chief operating officer for Dallas-based Quest Capital Management, as the organization's 2021 president-elect.
Moore, whose one-year term will begin Jan. 1, 2021, replaces 2020 President-elect Skip Schweiss, who will serve as president next year.
Moore is currently completing a three-year term on FPA’s board of directors. He has been a member of the organization since 2002 and has served in various leadership roles, including as a member of the board of directors of the FPA of Dallas/Fort Worth, the OneFPA Advisory Task Force and the FPA Alliance Forum, and as chair of the FPA pro bono committee.
He is also chair of the mentor committee for the Texas Tech University Personal Financial Planning Alumni Advisory Board.
Moore earned a B.S. in personal financial planning and an MBA from Texas Tech University.
The FPA board also elected three new members to serve on its board for three-year terms: George A. Fernández, vice president of practice management at Mariner Wealth Advisors in Overland Park, Kansas; Lisa A. K. Kirchenbauer, president, chief compliance officer and senior advisor at Omega Wealth Management in Arlington, Virginia; and Paul J. Brahim, managing director and senior vice president at Wealth Enhancement Group in Pittsburgh.
The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
With more than $13 billion in assets, American Portfolios Advisors closed last October.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
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.
