Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
May 16, 2024 10:03 ET
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Avantax
Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
May 14, 2024 10:03 ET
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Avantax
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
Two Financial Harvest Wealth Advisers Awarded CFP® Certification
May 14, 2024 08:00 ET
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Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors announces Danica Bolton, CFP®, and Alex Swanson, CFP®, have earned their CERTIFIED FINANCIAL PLANNER™ certification.
Wealthspire Advisors to Acquire Ohio-Based Walden Wealth Partners
May 08, 2024 09:00 ET
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Wealthspire Advisors
New York, May 08, 2024 (GLOBE NEWSWIRE) -- Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has...
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.