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New president of FPA makes ‘title protection’ for financial planners a top priority
When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting one of the founding fathers of the planning industry. James Lee, who became president of the FPA’s board of directors in January, is particularly drawn to wealth management guru Dick Wagner’s prediction that financial planning would become “the most important authentic profession of the 21st century.” Wagner, a lawyer-turned-advisor who died in 2017, used those words in his 2016 book “Financial Planning 3.0,” which argues that financial planners deserve the same sort of professional standing now accorded to lawyers, doctors, certified…
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Kelly named new Vice President for Finance and Administration
Michael Kelly The State University of New York at Fredonia has announced the appointment of Michael Kelly as Vice President for Finance and Administration. “Mr. Kelly has a strong basis in public provider and has effectively demonstrated his potent aptitude relating to fiscal and administrative oversight,” mentioned SUNY Fredonia President Dr. Stephen H. Kolison, Jr. “Mr. Kelly provides with him intensive knowledge with money turnarounds, strategic organizing for money sustainability, multi-year funds arranging, policy and technique growth and implementation, contracting and buying, and transform administration, alongside with lots of other administrative features and business enterprise functions. During his occupation in general public support, he has worked in partnership with group…
