Free PBN Newsletters
Saturday, January 23, 2021
Coronavirus
Data Center
Economic Activity
Education
Financial Services
Food & Agriculture
Government
Health Services
Manufacturing
Nonprofit
Real Estate
Technology

INDUSTRIES & TOPICS

Home Tags Professional Planning Group

Tag: Professional Planning Group

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...

Stay up to date with PBN's Morning Call & Daily Edition newsletters.

By submitting your information you are agreeing to our Privacy Policy and Terms of Use

- Featured Event -

Latest News

SUBSCRIBE TO

PBN's All Access Subscription

PBN subscribers get ahead with unlimited access to PBN news, information, and insights from our editorial team, research and data, webinars and much more.

Subscribe

SIGN UP FOR

PBN's Daily Newsletter

Get PBN's top stories every morning in your email inbox.

FOLLOW US

@ProvBusNews

Follow PBN for the latest news, insider access and more.

MOST POPULAR

OUR MISSION

To be the trusted business news and information source for the Rhode Island and Southeastern MA business community providing timely, insightful, in-depth and breaking news coverage that advances individual and company growth and success in local, state and global markets.

ABOUT PBN

© Providence Business News. All Rights Reserved.

Privacy   |   Terms of Use

Sign-up to get the PBN Daily Edition

A collection of all the published news of the last 24 hours, as well as selected features from PBN’s weekly print edition.

By submitting the form you agree to PBN's Privacy Policy and Terms of Use.

Want to keep reading great content at pbn.com?  Subscribe today to enjoy unlimited access to premium content for only $1 for 4 weeks.

Subscribe with Providence Business News to keep reading.

Unfortunately, you have run out of free stories. Fortunately, if you register now you can keep reading with limited access or for unlimited access subscribe for $1 for 4 weeks.

We’re glad you are enjoying PBN.