Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.
The nine-credit on-demand program includes seven hours of video instruction and focuses on how financial planners can build deeper relationships with clients.
The cryptocurrency and cryptoasset strategies will offer direct ownership, low minimums, and portfolio reporting integration.
Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population.
The Sallus pooled employer 401(k) plan is aimed at small to midsize businesses.
Study finds 95% of retirement plan participants made no changes to investments in year’s first half.
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
The firm's former CEO, Laurence Allen, is barred and its current CEO, Michael Schunk, is suspended.
The foundation, which recognizes the community-minded efforts of financial advisers, will donate a total of $275,000 to the charities with which the honoree volunteers work.
