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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. Leadership Award.

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MiB: Cliff Asness, AQR

The Big Picture

Be sure to check out our Masters in Business next week with Dominique Mielle, (retired) partner at Canyon Capital, a $25 billion hedge fund where she worked there for 20+ years. The book is a fun romp covering the 1998-2018 era. The post MiB: Cliff Asness, AQR appeared first on The Big Picture.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. His team was previously with Osaic for 12 years.

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Weekend Reading For Financial Planners (December 16-17)

Nerd's Eye View

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

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History of the Individual Retirement Arrangement (IRA history)

Getting Your Financial Ducks In A Row

In 1974, Congress passed the Employee Retirement Income Security Act (ERISA) that, among many other provisions, provided for the implementation of the Individual Retirement Arrangement. Amounts rolled over from employer retirement plans are entirely exempt. This IRA history is updated occasionally as new provisions are added.

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Paying for Health Care in Retirement

Carson Wealth

When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. . Of course, there are always the everyday household expenses to account for in your post-retirement budget. Ways to Start Planning Early for Retirement Health Care Costs.

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Estate Planning Legal Battle Over the Control of Jimmy Buffett’s $275M Estate Heats Up Legal Battle Over Jimmy Buffett’s $275M Estate Heats Up Jun 18, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.