The majority of affluent investors take charitable giving seriously, and wealth managers often play a key role, according to a recent report. Fifty-six percent of affluent investors already have a giving strategy in place, while 22% would consider adopting one. BNY Mellon Wealth Management he says found in a surveyRead More →

A financial adviser to Tyler recently received two awards from Forbes. Jennifer Samsonwho serves as Senior Vice President Wealth Management and Senior Portfolio Manager at UBS Financial Services, was honored as Best Wealth Advisor in the State of Texas for 2022. Sampson began her career at Fidelity Investments in 1993Read More →

IRVINE, Calif.–(BUSINESS WIRE)–May 12, 2022– DA Davidson & Co. today announced that it has served as exclusive strategic and financial advisor to ProductPlan LLC, a leading product management software platform, in securing a significant growth capital investment from Bow River Capital. Founded in 2013 by Greg Goodman and Jim Semick,Read More →

How to select a financial adviser? The question is more daunting than ever now that video conferencing has created opportunities for long-distance relationships. Literally thousands of financial advisors across the country would welcome your business. It’s up to you to discern the best person for the job. Here are someRead More →

Focus Financial Partners embarks on international growth strategy to meet 2025 growth targets, says CEO and Chairman Rudy Adolf. Last month, Focus announced that it had entered into a definitive agreement for the Geneva, Switzerland-based wealth management and investment firm. holding octagon join his partnership. The transaction is expected toRead More →

Michael L. HermesCFA, CFP of HORAN has been selected to educate individuals on maximizing Social Security income CINCINNATI, April 27, 2022 /PRNewswire-PRWeb/ — The National Social Security Association in Cincinnati has selected Michael L. HermesCFA, CFP Vice President, Wealth Management Advisor at HORAN Wealth Management of Cincinnatian SEC-registered investment adviser,Read More →

MELVILLE, NY–(BUSINESS WIRE)–April 21, 2022– The Alliance of Wealtha registered consulting firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a seasoned financial advisor with over 35 years of experience in the financial services industry and $225 million in management andRead More →

MELVILLE, NY–(BUSINESS WIRE)–The Alliance of Wealtha registered consulting firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a seasoned financial advisor with over 35 years of experience in the financial services industry and $225 million in management and brokerage-based assets. PriorRead More →

Merit Financial Advisors today announced that it has acquired Tedstrom Wealth Advisors Inc. and IM Wealth Care LLC, two Colorado companies with combined assets of $381 million, according to a press release. The companies were previously owned by LPL Financial, according to BrokerCheck. Denver-based Tedstrom Wealth Advisors, which focuses onRead More →

LOS ANGELES–(BUSINESS WIRE)–Reynolds Advisory Partners, LLC (“RAP” or “Reynolds”) acted as exclusive financial advisor to Microdesk, Inc. (“Microdesk”) of Nashua, New Hampshire, on its sale to Symetri, a part from the Addnode group from Stockholm, Sweden. The transaction closed on March 1, 2022 and was publicly announced on the sameRead More →

NASHVILLE, TN–(BUSINESS WIRE)–March 24, 2022– LBMC Investment Advisorsa registered investment advisory firm with $1.9 billion in assets under management, proudly announces that Managing Partner Greg Hermann was named one of Barron’s Top 1,200 Financial Advisors in 2022. This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220324005251/en/ LBMC InvestmentRead More →

LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →

Schwab consulting services says it’s hosting a new conference for emerging firms of registered investment advisers. The conference, which he calls Engage, is for businesses on the Schwab and TD Ameritrade advisor platforms with up to $300 million in client assets. The conference will be held for the first timeRead More →

TORONTO, March 7, 2022 /PRNewswire/ – Quarterhill Inc. (“Quarterhill”) (TSX: QTRH) (OTCQX: QTRHF), Announces that the Special Committee of the Company’s Board of Directors has Hired Stout as Financial Advisor for the WiLAN Strategic Review Process , which was previously announced on December 15, 2021. With 24 offices in theRead More →

Armstrong Watson has acquired the long-standing practice of Leeds Grants Chartered Accountants. The merger sees seven members of Grants staff join Armstrong Watson’s downtown office in Leeds. Jonathan Grant has also joined us as a consultant and will continue to provide tax and accounting services to existing clients, while reducingRead More →

The most successful independent financial advisory firms pay their employees more, and not just in cash. According to a to study published on February 1 by Charles Schwab. The other good news behind the spending: Companies that offer performance-based incentives to key employees have better long-term results, Schwab said inRead More →

Improvement in the Financial Industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC, and Civitas Advisor Solutions, LLC provide clients with groundbreaking new solutions and opportunities. CINCINNATI, January 31, 2022 /PRNewswire/ — Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisorRead More →