Since, Connelly hasn't slept much. You can hear the strain in his voice, a deep voice that crackles and is scratchy with fatigue. Under Connelly's direction, the firm has taken steps to keep the pressure of the media away from its workers, some 235 people who occupy offices in the Morristown building and another facility in Jersey City. Employees are not allowed to speak to the press unless they talk with a public relations executive first. That has always been the policy, but it has taken on new meaning during the last month. There is little strain on the staff, he said, because "we've been careful not to let that happen. It helps keep people concentrating on their jobs."
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The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.
28m ago -
Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
July 16 -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16 -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
July 16 -
But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
July 16 -
The accusations led to the end of 16 years at the firm.
July 15