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Five Questions With: Malcolm A. Makin

Financial Services
Malcolm A. Makin founded Professional Planning Group Inc., an independent investment advisory firm in Westerly, in 1975. Through investment banking company Raymond James, Makin...
MALCOLM MAKIN, president of Professional Planning Group in Westerly, has been named the No. 1 wealth adviser in Rhode Island by Forbes. / PBN FILE PHOTO/MICHAEL SALERNO

Forbes names Makin top wealth adviser in Rhode Island

Financial Services
PROVIDENCE – Forbes recently named Malcolm Makin of Professional Planning Group the No. 1 wealth adviser in Rhode Island.The business magazine named Makin, based...
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

Financial Services
WESTERLY – Professional Planning Group in Westerly has named a new chief financial officer.Malcolm A. Makin, president and founder of the wealth management firm,...
GETTING INVOLVED: Malcolm A. Makin, president of Professional Planning Group, says it’s critical for women to be involved when financial decisions are made. / PBN FILE PHOTO/MICHAEL SALERNO

Women urged to close savings gaps

Financial Services
Americans aren’t saving enough, in general. And women, in particular, have reasons to be concerned.They live longer, which means their savings must last longer.Because...
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

Financial Services
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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