Chris Dhanraj Joins CLA as Managing Principal of Investments
November 11, 2020 06:00 ET
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CLA (CliftonLarsonAllen LLP)
Tampa, FL, Nov. 11, 2020 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen), a national professional services firm, is pleased to announce that Chris Dhanraj has joined the CLA wealth advisory team as the...
Prime Capital Investment Advisors & LNC Partners Enter into Strategic Partnership
October 03, 2019 14:04 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Oct. 03, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors, LLC (PCIA) is pleased to announce that it has entered into a partnership with LNC Partners (LNC). With the...
Chris Bouffard Joins Prime Capital Investment Advisors
February 07, 2019 13:50 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Feb. 07, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors (PCIA) announces that Christopher Bouffard joins Prime Capital Wealth Management (PCWM), in a significant...
Prime Capital Investment Advisors acquires Arkansas firm
January 16, 2019 12:51 ET
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Prime Capital Investment Advisors
OVERLAND PARK, Kan., Jan. 16, 2019 (GLOBE NEWSWIRE) -- Prime Capital Investment Advisors (PCIA) continues its growth strategy and has agreed to acquire the assets of Longer Investments Inc. (LII) of...
Prime Capital Investment Advisors Continues Growth Into Ohio Valley
August 30, 2018 10:11 ET
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Prime Capital Investment Advisors
Overland Park, Kan., Aug. 30, 2018 (GLOBE NEWSWIRE) -- Giesting Financial, based in Batesville, Indiana, will join Prime Capital Investment Advisors (PCIA), continuing PCIA’s growth in 2018....
FOX Wealth Advisor Forum Provides Practical Responses to Market Shifts
April 03, 2018 10:00 ET
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Family Office Exchange LLC
CHICAGO, April 03, 2018 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global learning and networking community of enterprise families and their key advisors, announced that this year’s FOX...
FOX Public Webinar on Jan. 31 to Help Advisors Create More Attractive Employment Brands
December 19, 2017 10:00 ET
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Family Office Exchange LLC
CHICAGO, Dec. 19, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will offer a public webinar entitled “The New...
Wealth Advisors Focus on Employee Experience to Deliver Better Client Experience
December 14, 2017 11:00 ET
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Family Office Exchange LLC
CHICAGO, Dec. 14, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, released a new study about how wealth advisory...
FOX Public Webinar to Explore the Declining Revenue Growth Rate in the Ultra-High Net-Worth Advisory Industry
July 20, 2017 10:00 ET
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Family Office Exchange LLC
CHICAGO, July 20, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will be offering a public webinar on The State...
New Family Office Exchange Study Identifies How to Strengthen Partnerships between Families and Advisors
March 29, 2017 11:00 ET
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Family Office Exchange LLC
CHICAGO, March 29, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the leading global membership organization for family enterprises and their key advisors, recently published the 2016/17 FOX...