The Journal of Wealth Management

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Retrieved on: 
Thursday, June 9, 2022
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WASHINGTON, June 9, 2022 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") announced today that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center's financial planning academic journal, Financial Planning Review .

Key Points: 
  • WASHINGTON, June 9, 2022 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") announced today that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center's financial planning academic journal, Financial Planning Review .
  • A double-blind, peer-reviewed academic journal, Financial Planning Review features research within financial planning as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.
  • "We look forward to the vision, strategy and leadership that Stephen will bring as Executive Editor of Financial Planning Review," said CFP Board CEO Kevin R. Keller, CAE .
  • CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP certification and access to a diverse, ethical and competent financial planning workforce.

Mill Creek Capital Advisors Announces Chief Investment Officer Transition Plan

Retrieved on: 
Tuesday, November 16, 2021
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Mill Creek Capital Advisors, LLC, an outsourced Chief Investment Officer firm managing assets of $9 billion for individual and institutional investors, announced today that Chief Investment Officer Thomas M. Chapin will transition to the role of Investment Committee Chairperson effective December 31, 2021.

Key Points: 
  • Mill Creek Capital Advisors, LLC, an outsourced Chief Investment Officer firm managing assets of $9 billion for individual and institutional investors, announced today that Chief Investment Officer Thomas M. Chapin will transition to the role of Investment Committee Chairperson effective December 31, 2021.
  • The Company will promote current Deputy Chief Investment Officer Michael W. Crook to Chief Investment Officer on that date.
  • About Mill Creek Capital Advisors, LLC and Important Disclosures
    Mill Creek Capital Advisors, LLC (MCCA) is an independent SEC Registered Investment Advisory firm providing wealth management solutions to its clients.
  • The trademarks "Mill Creek," "Mill Creek Capital," and "Mill Creek Capital Advisors" are the exclusive property of Mill Creek Capital Advisors, LLC, are registered with the U.S. Patent and Trademark Office, and may not be used without permission.

Paul Bouchey Joins The Journal of Wealth Management as Co-Editor

Retrieved on: 
Monday, August 2, 2021
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Portfolio Management Research (PMR) has tapped Paul Bouchey, Global Head of Research at Parametric, as Co-Editor of The Journal of Wealth Management (JWM), published by Portfolio Management Research (PMR).

Key Points: 
  • Portfolio Management Research (PMR) has tapped Paul Bouchey, Global Head of Research at Parametric, as Co-Editor of The Journal of Wealth Management (JWM), published by Portfolio Management Research (PMR).
  • Bouchey joins Jean Brunel, Managing Principal of Brunel Associates and Editor of JWM since its founding in 1998.
  • View the full release here: https://www.businesswire.com/news/home/20210802005020/en/
    Bouchey has authored numerous articles for PMRs suite of 11 peer-reviewed practitioner journals, including JWM, The Journal of Portfolio Management, and The Journal of Index Investing.
  • In my view, wealth management is still an emerging discipline and there is a lot of interesting work yet to be done.