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Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.
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.
