Ben Harrison, co-head of wealth solutions at BNY Mellon Pershing, has been appointed the chair of the Foundation for Financial Planning by its board of trustees.
Harrison, a trustee of the foundation for the last 5½ years, had previously served as the foundation’s vice chair, or chair elect. He will serve as chair through the end of 2023.
He replaces outgoing board Chair Kate Healy, who stepped down to assume a new role as managing director of the Certified Financial Planner Board of Standards’ Center for Financial Planning.
The FFP’s new vice chair will be Dr. Dave Yeske, who will assume the year-long role of chair in 2024.
The Foundation for Financial Planning is a nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound