CFP Inc.’s Board of Directors has elected Richard P. Rojeck as its 2014 chair-elect.
U.S.-based CFP Board of Standards has named Richard P. Rojeck as its 2014 chair-elect.
His appointment becomes effective on January 1, 2014, when Ray Ferrara begins his term as 2014 chair.
Rojeck is currently a managing director with Sagemark Consulting/Lincoln Financial Advisors. Prior to launching a financial planning practice in 1980, he served for six years as an officer in the U.S. Navy.
The proportion of women CEOs in the CSA's sample remains 5%, as in the past three annual reports
BMO tops equity league tables, RBC leads debt rankings
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
Clients satisfied with advisors, despite fewer fee and suitability discussions
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights