LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2024
March 28, 2024 10:17 ET
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LBMC
Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors*, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing...
Lowell Blake Team Joins Choate
November 01, 2023 10:57 ET
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Choate Hall and Stewart LLP
Choate Hall & Stewart LLP announced today that the team of professionals at Lowell Blake & Associates (LBA) will join Choate’s Wealth Management Group.
High Net Worth Individuals Face a Challenging Wealth Planning Landscape
July 05, 2023 13:13 ET
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LBMC
NASHVILLE, Tenn., July 05, 2023 (GLOBE NEWSWIRE) -- LBMC, a top accounting, advisory and business consulting firm in the nation, shares expertise on how high net worth individuals can navigate the...
TAG Associates Appoints Lane Fraum to Head West Palm Beach Office
June 20, 2023 13:05 ET
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TAG Associates, LLC
NEW YORK, June 20, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that Lane Fraum has joined the firm as Director...
TAG Associates to Open Florida Office
January 23, 2023 09:30 ET
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TAG Associates, LLC
NEW YORK, Jan. 23, 2023 (GLOBE NEWSWIRE) -- TAG Associates, a $9 billion multi-family office and portfolio management services firm, today announced that the firm is opening an office in South...
Old National Debuts Enhanced Wealth Management Business for High Net-Worth Individuals and Institutions
January 18, 2023 08:30 ET
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Old National Bancorp
EVANSVILLE, Ind., Jan. 18, 2023 (GLOBE NEWSWIRE) -- To better meet the diverse, often complex financial and wealth advisory needs of high-net-worth individuals and institutions, Old National today...
WORLD INSURANCE ASSOCIATES LAUNCHES WORLD PRIVATE CLIENT GROUP
October 04, 2022 08:44 ET
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World Insurance Associates
Iselin, NJ, Oct. 04, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (World), a leading insurance brokerage, announced today that it launched World Private Client Group (WPCG) within its...
TAG Associates Wins PAM Award for Investment Due Diligence Processes
March 01, 2022 10:30 ET
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TAG Associates, LLC
NEW YORK, March 01, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that it won Best Family Office – Due Diligence...
TAG Associates Nominated for Four Industry Awards
January 25, 2022 10:00 ET
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TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York
January 18, 2022 11:48 ET
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TAG Associates, LLC
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that it has partnered with Greenhouse Scholars, an...