apg® Announces Key Leadership Appointments: Jeremy Burkauskas Named Chief Financial Officer and Walter Heyvaert Promoted to Global Sales Director

Solutions Ltd. is proud to announce two significant leadership appointments that reinforce the company's continued growth and global strategy. Jeremy Burkauskas has joined apg® as Chief Financial ...
Financial Planning

How AI has taken these firms 'from PDFs to planning'

Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But ...
Financial Planning

The FPA at 25: Fighting for fiduciary duty — and against shrinking ranks

In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?
The Globe and Mail

CompoSecure Appoints Mary Holt as Chief Financial Officer

As CFO, Ms. Holt will oversee CompoSecure’s finance organization, including financial planning and analysis ... her accounting and operational expertise. She earned her MBA from Duke University and ...
Le Lézard

D. Crystal Alford-Cooper, CFP®, Elected Financial Planning Association's 2026 President-elect

The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced today that the Board of Directors ...
GOBankingRates on MSN

I’m a Financial Planner: Here’s How My Clients Are Protecting Their Wealth in Trump’s Economy

GOBankingRates spoke to Thomas Jarecki at KeyBank to share how his clients are protecting their wealth in Trump's economy ...