As usual, advisors were on the move, breaking away from wirehouses and switching firms. But we also have news of an unregistered Boston advisor getting jail time, Fidelity offering third-party cybersecurity to its clients, the FPA’s Heart of Financial Planning Award and CFP Board scholarships for diverse CFPs. Scroll through to find what you might have missed this week in financial planning news.
J.P. Morgan, Raymond James, plus who made a diversity index, and awards and scholarships
