InContext Advisors and Cendrowski Corporate Advisors Forge Strategic Partnership to Elevate Wealth Management Services
May 01, 2024 13:54 ET
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CENDROWSKI CORPORATE ADVISORS
InContext Advisors and Cendrowski Corporate Advisors partner to elevate wealth management services.
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
May 01, 2024 10:03 ET
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Avantax
Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.
Signature Estate & Investment Advisors (SEIA) Expands National Footprint with Its Largest Planned Acquisition To Date of a Cleveland-Based RIA
April 30, 2024 09:00 ET
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Signature Estate & Investment Advisors
LOS ANGELES, CA, April 30, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA), a leading independent registered investment advisor (RIA) providing comprehensive investment...
Monumental Financial Planning (formerly The Cortale Group) Renews Commitment as a Third-Year Sponsor of Calvary Women's Services' Annual Hope Gala
April 18, 2024 13:56 ET
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Monumental Financial Planning
John Cortale of Monumental Financial Planning, formerly, The Cortale Group, is proud to announce its continued support for Calvary Women's Services
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...
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
March 27, 2024 09:25 ET
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Avantax
Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
February 21, 2024 09:00 ET
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Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
'Stress Proofing Your Marriage' Survey: 43% of U.S. Couples Don’t Have to “Work to Resist” Blaming Each Other for Economic Hardships
February 13, 2024 09:36 ET
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Beyond Finance LLC
There are five ways to financially stress-proof a marriage, as determined by a U.S. study commissioned by Beyond Finance and Dr. Galen Buckwalter.
Linscomb & Williams Rebrands to Linscomb Wealth, Marking a New Chapter in a Legacy of Pursued Excellence
January 31, 2024 12:19 ET
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Linscomb Wealth
Houston, TX, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Linscomb & Williams, Inc., a Cadence Bank (NYSE: CADE) subsidiary and trusted name in wealth management since 1971, announced today a new name,...