Pittman will focus on helping the new firm attract more advisors.
The wealth management firm, where Felix started as an executive assistant, has numerous female leaders.
The FPA has joined a project that will look at why clients behave the way they do.
The CFP Board of Standards has named four CFP professionals who have declared personal bankruptcy.
It gets even worse if the family fights over things like jewelry or football tickets, according to a new survey.
Edward Lee Moody and his firm are charged with operating a nearly $5 million Ponzi scheme that funded his lifestyle.
Women can take a number of steps to get control of their retirement, says Transamerica.
Simon Osborn and Katie Hyde were named regional heads in Los Angeles and San Francisco.
Lower first-quarter charitable giving leads to questions about the longer-term impact of the new tax laws.
Former Morgan Stanley advisor Cornelius Peterson was ordered to pay $462,000 in restitution.
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