MINNEAPOLIS–(BUSINESS WIRE)–Nov. 8, 2022– Ameriprise Financial, Inc. (NYSE: AMP) today announced that it has partnered with Dalton Education to create the industry’s first Certified Military Financial Advisor™ (CMFA) certification. Certification is achieved through an intensive mix of training and learning development modules typically completed over the course of 40-50 hoursRead More →

TORONTO–(BUSINESS WIRE)–Nov 3, 2022– Sierra Metals Inc. (TSX: SMT) (BVL: SMT) (NYSE AMERICAN: SMTS) (“Sierra Metals” or “the Company”) reports that as part of the previously announced strategic review process, the Company has retained CIBC Capital Markets as its finance review strategic options. About Sierra Metals Sierra Metals is aRead More →

New Delhi, India (Urban Transport News): The National Capital Region Development Corporation Ltd (NCRTC) is seeking a Financial Advisor for the Transit Oriented Development of NCRTC Jangpura Complex for Delhi – Meerut RRTS Corridor. The NCRTC invites Open Electronic Bids (Electronic Bidding) on ​​Local Bidding (LCB) under the One-Step Two-PackRead More →

ATLANTA–(BUSINESS WIRE)–Nov 2, 2022– DA Davidson & Co. announced today that it has acted as exclusive financial advisor to Eskola Roofing & Waterproofing (Eskola) in its majority recapitalization with Eagle Merchant Partners (Eagle). Eskola is a commercial roofing contractor with four locations in Tennessee, Knoxville, Nashville, Morristown and Memphis, andRead More →

ATLANTA–(BUSINESS WIRE)–Nov 2, 2022– DA Davidson & Co. announced today that it has acted as exclusive financial advisor to Eskola Roofing & Waterproofing (Eskola) in its majority recapitalization with Eagle Merchant Partners (Eagle). Eskola is a commercial roofing contractor with four locations in Tennessee, Knoxville, Nashville, Morristown and Memphis, andRead More →

DALLAS, October 18, 2022 /PRNewswire/ — Skytale Group (Skytale), a management advisory and M&A advisory firm for healthcare companies, is proud to announce that Synergy MedAesthetics has affiliated with Advanced MedAesthetic Partners (AMP) . Skytale represented Synergy MedAesthetics as exclusive advisor in the affiliation process. The partnership provides an infrastructureRead More →

LOS ANGELES, Calif., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) – American Range, a privately owned manufacturer of commercial and residential cooking appliances, has been sold to Hatco, a maker of heating, cooking, sanitizing and cleaning equipment. cooling owned by its employees. KROST CPAs and consultants acted as exclusive financial advisor toRead More →

LOS ANGELES, Calif., Oct. 11, 2022 (SEND2PRESS NEWSWIRE) – American Range, a privately owned manufacturer of commercial and residential cooking appliances, has been sold to Hatco, a maker of heating, cooking, sanitizing and cleaning equipment. cooling owned by its employees. KROST CPAs and consultants acted as exclusive financial advisor toRead More →

Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Questions covered in this interview include: Is the cash value of permanent life insurance taxable? How to use permanent life insurance to pay for my child’s tuition Is there aRead More →

Sept. 13 – FITZGERALD, Ga. – Colony Bank recently announced that it has formed a new division that will operate under the Colony Financial Advisors brand and has selected Ameriprise Financial as its brokerage partner. Through this new partnership, Colony Financial Advisors will offer its clients comprehensive financial planning andRead More →

FITZGERALD, Georgia – Colony Bank recently announced the creation of a new division that will operate under the Colony Financial Advisors brand and has selected Ameriprise Financial as its brokerage partner. Through this new partnership, Colony Financial Advisors will offer its clients comprehensive financial planning and investment solutions. Additionally, itRead More →

NEW YORK–(BUSINESS WIRE)–Sept. 8, 2022– DA Davidson & Co. today announced that it is serving as the exclusive financial advisor to leading trading card marketplace PWCC Marketplace, LLC, as well as its subsidiaries PWCC Services, LLC and PWCC Vault, LLC (collectively PWCC) on a new $175 million asset-backed credit facilityRead More →

NEW YORK–(BUSINESS WIRE)–Sept. 8, 2022– DA Davidson & Co. today announced that it is serving as the exclusive financial advisor to leading trading card marketplace PWCC Marketplace, LLC, as well as its subsidiaries PWCC Services, LLC and PWCC Vault, LLC (collectively PWCC) on a new $175 million asset-backed credit facilityRead More →

Faculty and staff have recently reported an increase in the number of unauthorized solicitations of financial advisers. These “cold” calls and emails sometimes offer help managing your TIAA and Fidelity investments retirement savings plans. Some suggest or imply by using the iconic block “M” graphic that UM endorses their services,Read More →

LPL Financial Holdings, Inc. CHARLOTTE, North Carolina, Aug. 24, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor My Ton has joined Intrua Financial, an independent wealth management firm affiliated with LPL Financial. She said she has served around $180 million in advisory, brokerage and pensionRead More →

DALLAS, June 28, 2022 (GLOBE NEWSWIRE) — Avantax®leader in tax-focused financial planning, acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®ChFC®, CLU, JD, who becomes a financial planning consultant at Avantax Planning Partners℠, the RIA (registered investment adviser) of Avantax. Steinberg was most recently part of KPSRead More →

Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We earn commission from affiliate partners on many offers, but not all offers on Select are from affiliate partners. The terms “financial advisor” and “financial planner” are often used interchangeablyRead More →

Steve Parrish has been helping clients manage and sell businesses for decades. He has also helped advisers, designing courses for those advising business owner clients. Parrish is an independent consultant, adjunct professor at Drake University and the American College of Financial Services, and co-director of American College Center for RetirementRead More →

Avantax 20-year financial services veteran, leveraging Avantax’s flexible affiliate models to create a future focused on consistent customer service and growth opportunities DALLAS, June 28, 2022 (GLOBE NEWSWIRE) — Avantax®leader in tax-focused financial planning, acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®ChFC®, CLU, JD, who becomesRead More →

Use: Financial advisor support specialist (advice and business plans for financial advisors) Salary: Base salary $60,000, bonuses not included. Annual income is $90,000 Financial goal: Save $100,000 in a family trust Mum of four and career woman Jovon Willis wants to make generational wealth a way of life for hisRead More →

NEW YORK, June 7, 2022 /PRNewswire/ — Zinnovone of the world’s leading management and strategy consulting firms, acted as exclusive financial advisor to customera leading consulting-focused, industry-focused global technology solutions company, in connection with its acquisition of Cellinet. Based at Lisbon, PortugalCelfinet is a global wireless engineering services company focusedRead 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 →

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 →

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 →