by Kristin Beane | Aug 23, 2024 | Consumer News, FPANE News, Home Page Features
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In...
by Kristin Beane | Aug 22, 2024 | Consumer News, FPANE News, Home Page Features
Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn...
by Kristin Beane | Aug 11, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan...
by Kristin Beane | Aug 10, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why it’s so important...
by Kristin Beane | Jul 19, 2024 | Consumer News, FPANE News, Home Page Features
Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which...
by Kristin Beane | Jul 18, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co-founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry...
