Tag: Professional Planning Group
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...
Forbes names Makin top wealth adviser in Rhode Island
PROVIDENCE – Forbes recently named Malcolm Makin of Professional Planning Group the No. 1 wealth adviser in Rhode Island. The business magazine named Makin, based...
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,...
Women urged to close savings gaps
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...
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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