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The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with...
Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.
Focus makes moves in Canada and tweaks its global leadership team as it seeks to increase the percentage of revenues earned from international markets.
Quental was the former CEO of J.P. Morgan Securities; his death comes just weeks after his tech startup announced an initial seed round of funding from a long roster of well-known RIA leaders.