Saturday, December 16

Monthly Archives: February, 2015

The IARFC is set to hold the Semi-Finals of the National Financial Plan Competition on Thursday March 12, the day before its annual Board Meeting. The Directors will be on hand to judge teams from Bryant University, Shepherd University, Virginia Commonwealth, Western Carolina and Winthrop University as they present their financial plans via gotomeeting – ultimately selecting three to move to the Finals in Charlotte, NC. This year’s Semi Finalist team members are: David Ferraro and Staci Rezendes from Bryant University, Smithfield, RI – Faculty Advisor Mara L. Derderian, RFC® Nicholas Zacchilli from Bryant University, Smithfield, RI – Faculty Advisor…

Les Anderson, longtime IARFC member, was recently awarded the prestigious Loren Dunton Memorial Award at the Cetera Advisors Connect Conference in Denver, CO. On hand to present the award was IARFC Chairman and CEO Ed Morrow. This award is given to a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public – thus carrying on Dunton’s mission and vision. Loren Dunton was able to use his experiences to frankly explain what all financial advisors now recognize – that the ethical sales of financial products and the delivery of competent advice…