Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
July 17, 2024 10:17 ET
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Avantax
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
LPL Financial Welcomes Technology Leader Sid Vyas as CTO of Infrastructure and Operations
July 16, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil “Sid” Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and...
LPL Research Releases 2024 Midyear Outlook: Still Waiting for the Turn
July 09, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL released its Midyear Outlook offering fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
AlphaCore Wealth Advisory Announces Brian Habas as Chief Operating Officer
June 17, 2024 09:00 ET
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AlphaCore Wealth Advisory
La Jolla, CA, June 17, 2024 (GLOBE NEWSWIRE) -- AlphaCore Wealth Advisory (AlphaCore) is excited to welcome Brian Habas, CFP®, as the newest addition to its executive leadership team in the role of...
Financial Harvest Wealth Advisors Expands with Two Key New Hires
June 13, 2024 08:50 ET
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Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors has expanded its team to serve its growing client base and increasing assets under management.
Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann
June 04, 2024 10:03 ET
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Avantax
Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.
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...