The daily ebb and flow of the status of the Covid-19 pandemic, accompanied by rolling debates over the efficacy of the vaccines, has left many of the financial services industry’s road warriors in holding patterns as they wait to see ...

The National Association of Personal Financial Advisors has elected Jeff Jones to serve as its chair-elect in the 2021-22 fiscal year, which begins Sept. 1. He is currently the group’s secretary-treasurer. Jones is a partner at Longview Financial Advisors in ...