Recent Recognition

 Professional Planning Group in the news:

 

Malcolm A. Makin, CFP® inducted into the 2006 Research Hall of Fame.(1) 

 

Professional Planning Group listed in Research Magazine’s “The Winner’s Circle, The Top Ranked Advisor Teams in America” 2009.(2)

 

Malcolm A. Makin, CFP® listed as the Number One Advisor in Rhode Island by Barron's Magazine - 2009. (3)

 

Malcolm A. Makin, CFP® listed as one of the "150 Best Financial Advisors for Doctors" in Medical Economics 2009.(4)

 

Malcolm A. Makin, CFP® listed as one of the Top 100 Independent Finacial Advisers" by Barron's Magazine - 2008.(5)

 

 

Professional Planning Group listed in Research Magazine’s “The Winner’s Circle, The Top Ranked Advisor Teams in America” 2008.(6)

Malcolm A. Makin, CFP® featured on the cover of Financial Planning Magazine- July 2004

Malcolm A. Makin, CFP® listed as one of the top 10 Independent advisors in the country by Registered Rep Magazine - August 2006.(7)

  

 

 

 

 

 

 

 
 
 
(1) Induction into the 2006 Advisors Hall of Fame was based on a minimum of fifteen years in the industry, substantial assets under management, a history of superior client service, in addition to previous recognition by their peers and the broader community for the honor they reflect on the profession.
 
 
(2) The Research Magazine’s “The Winner’s Circle, The Top Ranked Advisor Teams in America” based the accolades on qualitative criteria, including: managing partners with a minimum of seven years financial services experience, and other weighted criteria ranging from productivity per partner, credentials, acceptable compliance records and wealth management focus to client satisfaction reports and other data that firms provide. Teams are quantitatively ranked based on an algorithm that weights varying types of revenues, and custodial and non-custodial assets advised by the financial professional, with weightings associated for asset types. The ranking does not consider client portfolio performance.
 
(3) Inclusion in the Baron’s “Top 1000 Independent Financial Advisors” and listing as the top advisor in Rhode Island reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
 
 
(4) The list of advisors that was compiled by Medical Economics titled “The 150 Best Financial Advisors for Doctors” was based on credentials, education, areas of expertise, total assets under management, percentage of physician clients, noteworthy professional achievements, and affiliations with medical organizations. Medical Economics favored those advisers who had been recommended to them by physicians, and those who limit the amount of compensation they earn from commissions.
 
 
 
(5) The rankings for the Barron’s “Top 100 Independent Financial Advisors” reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
 
 
 
(6) The Research Magazine’s “The Winner’s Circle, The Top Ranked Advisor Teams in America” based the accolades on qualitative criteria, including: managing partners with a minimum of seven years financial services experience, and other weighted criteria ranging from productivity per partner, credentials, acceptable compliance records and wealth management focus to client satisfaction reports and other data that firms provide. Teams are quantitatively ranked based on an algorithm that weights varying types of revenues, and custodial and non-custodial assets advised by the financial professional, with weightings associated for asset types. The ranking does not consider client portfolio performance.  
 
 
(7) Registered Rep’s annual ranking, which highlights many of the most prominent men and women in the field, was compiled by Discovery, an online database of financial service intermediaries published by the Financial Information Group of Shrewsbury, N.J. According to Registered Rep, advisors were ranked by assets under management using a Discovery-Registered Rep database system.