Tag: Malcolm A. Makin
Five Questions With: Malcolm A. Makin
Malcolm A. Makin founded Professional Planning Group Inc., an independent investment advisory firm in Westerly, in 1975. Through investment banking company Raymond James, Makin...
Professional Planning Group finds new CFO close to home
WESTERLY – Professional Planning Group in Westerly has named a new chief financial officer.
Malcolm A. Makin, president and founder of the wealth management firm,...
Rule curbing fees could squeeze wealth managers
The so-called “fiduciary rule” could curb expenses for retirement savers by $17 billion each year, but end up unfairly squeezing smaller players in the...