The U.S. Conference of Mayors is teaming up with the Certified Financial Planner Board of Standards, the Financial Planning Association, and the Foundation for Financial Planning to provide free financial advice during “Financial Planning Days.” So reports Plan Sponsor.
Lincoln Investment Capital Holdings , which has backing from private equity firm Lovell Minnick Partners, plans to acquire independent broker-dealer and RIA The Legend Group Holdings. So reports PEHub.
The Financial Services Institute, which represents financial service providers, has written to the Securities and Exchange Commission to oppose a proposed rule that would strengthen disaster planning requirements. So reports InsuranceNewsNet.
The Financial Planning Association has hired Josephine Colacci as its public policy counsel at a time when the organization is pushing to have the Securities and Exchange Commission adopt a fiduciary standard for financial advisors. So reports ThinkAdvisor.