Financial Planning Association of Australia

LPL Financial Welcomes GER Loftin Wealth Advisors

Retrieved on: 
Monday, November 6, 2023

SAN DIEGO, Nov. 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that GER Loftin Wealth Advisors has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, Nov. 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that GER Loftin Wealth Advisors has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • Located just outside Alpharetta in Johns Creek, Ga., GER Loftin Wealth Advisors is led by co-founders U.S. Air Force veteran James Loftin CFP®, CKA and U.S. Army National Guard veteran George Rall, Jr. RFC® who have a combined six decades of wealth management experience.
  • It was their client-centric commitment that led the GER Loftin team – which also includes Chief Operating Officer Cindy Scheffler, Financial Advisors David Harvey, Jack Metzger and Keir Pienaar as well as their support staff – to select LPL as the right fit for their business.
  • We look forward to supporting GER Loftin Wealth Advisors for years to come.”

United Planners Celebrates Success!

Retrieved on: 
Thursday, October 26, 2023

United Planners is proud of its Arizona heritage as it was established in AZ in 1987 and remains headquartered in Scottsdale, AZ.

Key Points: 
  • United Planners is proud of its Arizona heritage as it was established in AZ in 1987 and remains headquartered in Scottsdale, AZ.
  • Low and behold, United Planners received top honors from its employees resulting in the company getting ranked in the top 20 in the Small Business Category.
  • ranked United Planners #10 with 65% of its $177 million total revenue derived from advisory fee revenue.
  • United Planners' overall ranking was #23 out of 47 Independent Broker Dealer participants in Financial-Planning's "IBD Elite" survey.

Intention.ly Recruits Top-tier Industry Executives Jess Flynn and Marni Dacy

Retrieved on: 
Thursday, October 19, 2023

Her distinct ability to articulate complex strategies and guide a team to execution will enable these clients to achieve tangible results.

Key Points: 
  • Her distinct ability to articulate complex strategies and guide a team to execution will enable these clients to achieve tangible results.
  • Meanwhile, Dacy will spearhead several key accounts, leveraging her acumen to drive revenue and enhance ROI for Intention.ly clients.
  • Dacy comes on board following nearly 12 years in various positions at Nasdaq, where she spearheaded global initiatives.
  • The talent they have assembled is second to none, and I am thrilled to be working alongside them,” said Dacy.

CFP Board Elects Three New Directors

Retrieved on: 
Thursday, October 19, 2023

WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.

Key Points: 
  • WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.
  • The Board of Directors is the policymaking and oversight body of CFP Board of Standards and CFP Board Center for Financial Planning and acts on behalf of CFP® professionals and the public to advance the profession.
  • "We are thrilled to welcome Malik, Linda and Elisse to the Board of Directors," said CFP Board Chair-elect Matthew Boersen, CFP®, CFA® .
  • On January 1, Matthew Boersen, CFP®, CFA®, will take the helm as Board Chair, and Liz Miller, CFP®, CFA® , will become Board Chair-elect.

SFA Partners Congratulates Lewis J. (Lew) Walker on Financial Planning Association Honor

Retrieved on: 
Monday, October 2, 2023

ATLANTA, Oct. 2, 2023 /PRNewswire/ -- SFA Partners (SFAP) – a family of companies focused exclusively on empowering independent financial advisors – today congratulates Lewis (Lew) J. Walker, founding SFA shareholder and current Board member, for being honored as a pioneer of the financial planning profession by the Financial Planning Association (FPA) at its recently concluded annual conference, which was held last week in Phoenix.

Key Points: 
  • In 2011, FPA named him the P. Kemp Fain, Jr., Award winner, the highest recognition in financial planning.
  • "I congratulate Lewis on this well-deserved honor from the Financial Planning Association," said SFA Holdings President and CEO, Clive Slovin.
  • In 1976, Lewis founded an independent financial planning firm, the forerunner to creating Walker Capital Management in 1987.
  • Walker concluded, "Informed and comprehensive financial planning can alleviate much of the financial stress plaguing individuals, families and business owners.

KBRA Assigns AA+ Rating, Stable Outlook to The City of New York’s General Obligation Bonds

Retrieved on: 
Friday, September 22, 2023

KBRA assigns a long-term rating of AA+ with a Stable Outlook to The City of New York’s General Obligation Bonds Fiscal 2024 Series B - Taxable Social Bonds, Subseries B-1 and Taxable Bonds, Subseries B-2.

Key Points: 
  • KBRA assigns a long-term rating of AA+ with a Stable Outlook to The City of New York’s General Obligation Bonds Fiscal 2024 Series B - Taxable Social Bonds, Subseries B-1 and Taxable Bonds, Subseries B-2.
  • Long range financial and capital planning; pension funded ratios and unfunded liabilities have trended positively, while annual debt service requirements continue to be maintained at below 15% of City tax revenues.
  • The Financial Plan identifies out-year budget gaps, now exacerbated by the asylum seeker crisis, which must be closed.
  • Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com .

Financial Planning announces honorees for the 2023 Rising Stars awards, celebrating the future leaders of wealth management

Retrieved on: 
Wednesday, September 6, 2023

NEW YORK, Sept. 6, 2023 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's leading information resource for decision makers in wealth management, has published its annual list of honorees for its 2023 Rising Stars awards.

Key Points: 
  • NEW YORK, Sept. 6, 2023 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's leading information resource for decision makers in wealth management, has published its annual list of honorees for its 2023 Rising Stars awards.
  • "This year's honorees are going above and beyond building successful practices.
  • "This year's honorees are going above and beyond building successful practices," Brian Wallheimer, editor-in-chief of Financial Planning, said.
  • This recognition program highlights 10 honorees with diverse professional backgrounds and represents organizations that vary in size and concentration.

Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect

Retrieved on: 
Wednesday, July 19, 2023

WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.

Key Points: 
  • WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.
  • Miller joined CFP Board as a Board Director in 2020 and is a member of CFP Board Center for Financial Planning's Campaign Development Committee.
  • "Liz is a remarkable leader whose contributions to the profession are substantial," said Board of Directors Chair Dan Moisand, CFP® .
  • Current Chair-elect Matt Boersen, CFP® will serve as Chair of the Board of Directors in 2024, and Miller will become Chair of the Board in 2025.

Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives

Retrieved on: 
Monday, June 26, 2023

Caliber’s new wholesale team will report to Howard Hill, Senior Vice President of Corporate Development and Head of Capital Markets for Caliber.

Key Points: 
  • Caliber’s new wholesale team will report to Howard Hill, Senior Vice President of Corporate Development and Head of Capital Markets for Caliber.
  • Following the sale of Trustreet to GE Capital, he was named Vice President, Mid-Cap Markets for GE.
  • Before Griffin Capital, he held various capital markets positions at Cole Capital, including Senior Vice President of Major Markets in New York City.
  • Mark Dickinson, Vice President of Capital Markets – West, has been with Caliber since 2019 and recently joined this new wholesale team.

Jessi Chadd of Aspyre Wealth Partners Named Among InvestmentNews "40 Under 40"

Retrieved on: 
Monday, June 26, 2023

OVERLAND PARK, Kan., June 26, 2023 /PRNewswire/ -- Jessi Chadd, CFP®, CeFT, Principal and Chief Wealth Officer at Aspyre Wealth Partners, an independent, fee-only wealth management and Registered Investment Advisory firm, has been named among the 2023 "40 Under 40" by InvestmentNews. The national list annually recognizes young professionals who are making a positive impact in the financial planning and wealth management profession.

Key Points: 
  • OVERLAND PARK, Kan., June 26, 2023 /PRNewswire/ -- Jessi Chadd , CFP®, CeFT, Principal and Chief Wealth Officer at Aspyre Wealth Partners , an independent, fee-only wealth management and Registered Investment Advisory firm, has been named among the 2023 "40 Under 40" by InvestmentNews .
  • The national list annually recognizes young professionals who are making a positive impact in the financial planning and wealth management profession.
  • Jessi joined Aspyre in 2008 as a Financial Planning Associate and has made significant contributions to overall client service and the firm's wealth management processes.
  • In 2022, Jessi was named Chief Wealth Office and became a shareholder in the company.