Ben Harrison, co-head of wealth solutions at BNY Mellon Pershing, has been appointed the chair of the Foundation for Financial Planning by its board of trustees.
Harrison, a trustee of the foundation for the last 5½ years, had previously served as the foundation’s vice chair, or chair elect. He will serve as chair through the end of 2023.
He replaces outgoing board Chair Kate Healy, who stepped down to assume a new role as managing director of the Certified Financial Planner Board of Standards’ Center for Financial Planning.
The FFP’s new vice chair will be Dr. Dave Yeske, who will assume the year-long role of chair in 2024.
The Foundation for Financial Planning is a nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.