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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...
JOANNA VALENTINI has been named the new chief financial officer of Professional Planning Group in Westerly. / COURTESY PROFESSIONAL PLANNING GROUP

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,...
NEGATIVE IMPACT: Malcolm A. Makin, president of Professional Planning Group in Westerly, says the U.S. Department of Labor’s so-called “fiduciary rule” will hurt investors by forcing wealth managers to charge fees for unmanaged assets and make it difficult for young investors to find wealth managers. / PBN PHOTO/MICHAEL SALERNO

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...

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