Group Think

October 01, 2008 at 04:00 AM
Share & Print

The Financial Planning Association (FPA) has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award, which recognizes a member who has "made contributions to the financial planning profession and upholds FPA's Core Values of competence, integrity, relationships, and stewardship."…

A recent federal court decision ruled against the IRS's position that policyholders who receive stock in a mutual-to-stock conversion of an insurance company–known as a demutualization–must pay taxes on the proceeds when the stock is sold…

NAVA, Inc. has a new president and CEO, Catherine Weatherford, who previously served as executive VP and CEO of the National Association of Insurance Commissioners…

Dallas Salisbury is the new president of the Alliance for Investor Education (AIE), a nonprofit group of 19 U.S. organizations involved in investor education. Salisbury also serves as the president and CEO of the Employee Benefit Research Institute and chairman of the American Savings Education Council…

Brian Singer has been elected chair of the Board of Governors of CFA Institute, a one-year term that began September 1.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Related Stories

Resource Center