Mark Rantall News Today

Count Financial has appointed Adrian Hondros to the board as Bruce Foy retires, bringing 35 years of corporate and financial planning experience to the role.

Looking back through the Professional Planner archives, it’s striking to note how many of the same themes present themselves; the quest for professionalism, fee models and the compliance burden were issues as vexing then as they remain today. The industry has come a long way since 2010, however. Technology took a giant leap with the advent of managed accounts and full-service platforms, but lagged in the area of client relationship management; has Xplan really changed? More importantly, the F...