Lincoln Financial Group’s retail advisory unit, Lincoln Financial network, has recruited LPL Financial’s James G. Sorey as vice president in charge of recruiting. So reports Insurance & Financial Advisor.
Transamerica Financial Advisors has promoted its president, Seth Miller, to the position of chief executive officer and George Chuang, managing director of the firm’s registered investment advisor, to the position of president.
The Financial Planning Association will sharpen its focus this year on being recognized as a professional membership organization that represents the interests of financial planners. So writes FPA President Edward W. Gjertsen II in a quarterly update to members.