A former LPL and Lincoln Financial Group advisor got more than two years in federal prison for stealing money directly from the bank account of one of his elderly clients. Commonwealth Financial has launched a program that pairs 40 of its 400 female advisors with a dozen mentors. The Financial Planning Association has a new editor for its Journal of Financial Planning. And it’s time to register for a round of the CFP exams. There’s also news of advisors switching firms, along with mergers and acquisitions. Scroll through to find what you might have missed this week in financial planning news.
Ameriprise, Raymond James, LPL, plus new FINRA rules, elder fraud and mentorship for female advisors
