The Financial Planning Association’s new chairman is Richard Salmen, a former Army captain who has more recently juggled working as an air traffic controller and a financial advisor. So reports Financial Planning.
The Principals for Responsible Investment, which is a United Nations-supported organization that consists of asset managers who are committed to responsible investing, is preparing to cast out firms that aren’t working to combat global warming. So reports Wealth Management.
Financial planners often form deep bonds with their clients, so retiring can be difficult as the milestone often involves severing or redefining long-term relationships. However, planners can take steps to ease the transition, according to Joni Youngwirth, managing principal of practice management at Commonwealth Financial Network. So reports the Journal of Financial Planning.