Claudia Cypher Kane has been elected 2023 president-elect of the Financial Planning Association for a one-year term that begins Jan. 1. She succeeds James Lee, who will be FPA's president in 2023.
Kane, an independent adviser with Raymond James Financial Services in Roseville, California, is completing a three-year term on the FPA board and currently serves as treasurer and volunteer leader of FPA’s finance committee. Earlier, she led the FPA of Northern California chapter and FPA of California, a coalition of FPA chapters throughout the state.
“I have had the pleasure of working with Claudia over the past few years as we have worked to lead the Association through a rather turbulent time in society," Dennis Moore, FPA's 2022 president, said in a statement. "She is a talented and thoughtful leader who, as our current treasurer, often asks the difficult questions which always serve us well in making the best possible decisions for FPA and our Members.”
In addition to Kane’s election, George Fernández, who has served on the FPA board for the past two years, was elected to serve as the group’s 2023 treasurer and will serve as the volunteer leader of the FPA’s finance committee. He succeeds Claudia Kane in those roles. Fernández is a business coach and consultant to financial planners in Overland Park, Kansas.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
