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BDX is mostly involved in Mergers and Acquisitions in the small to middle market Broker-dealer space, although it does have a business of introducing buyers and sellers of other financial services assets, e.g. individual brokerage and financial planning practices, books of business, trading platforms, and "shell" Broker Dealers.
She also serves as an Associate Professor in the Personal Financial Planning Division at Texas Tech University.
On October 20, 2013, Katz received the Financial Planning Association's Heart of Financial Planning Award, granted jointly to Katz and her husband and business partner Harold Evensky.
In anticipation of an SEC ruling requiring that all firms whose primary business is financial planning must become a Registered Investment Advisor (RIA), First Command filed with the SEC to become one in the spring of 2005.
Marv Tuttle (Born December 17, 1954) is a longtime supporter and a 30-year veteran if the financial planning profession, serving most recently as the CEO of the Financial Planning Association, and is a Certified Association Executive (CAE).
National Association of Personal Financial Advisors, an American organization created to aid the field of Fee-Only financial planning
NAPFA, the Financial Planning Association, and the CFP Board of Standards formed the Financial Planning Coalition to work with Congress and federal agencies to strengthen the rules on financial advisors' fiduciary conduct, fee disclosures, and conflicts of interest.
An unfortunate bug in the game allows the player to gain a huge sum of money (around 70m) if the club goes into a certain amount of debt, which pretty much negates the need for financial planning.
Ormond has now expanded into other services including Refund Financial Planning, Refund Real Estate, Refund Property Investment and Refund Finance & Leasing.