Westlake Village, California-based team to be integrated under the name of SageView NEWPORT BEACH, Calif., August 9, 2022 /PRNewswire/ — SageView Advisory Group (“SageView”), one of the nation’s leading independent AIR firms, today announced that it has completed the acquisition of Summit Financial Consultants and successfully transitioned its business toRead More →

Legacy Financial Consultants LLC announced that Stephen Merrill joined the firm, working primarily with young professionals, entrepreneurs, families and those nearing retirement. Merrill brings over 30 years of experience in the financial services industry. Throughout his career, Merrill has been committed to helping his clients achieve their individual goals throughRead More →

News and research before you hear about it on CNBC and others. Claim your one week free trial for StreetInsider Premium here. London, UK, July 21, 2022 McapMediaWire Consulting Excellence is pleased to introduce you Glenn Harrigan and CCP Financial Consultants Limited to our network. Glenn Harrigan The British VirginRead More →

2022 National Financial Plan Competition First Place Team of Sarah Chamberlain and Andrew Mathis The competition challenges my students to develop different skill sets…creating a financial plan, presenting it, and defending how and why they came up with the recommendations…Dr. Luke Dean, RFC®, Professor at Utah Valley University. MIDDLETOWN,Read More →

The International Association of Registered Financial Advisors (IARFC®) is pleased to announce three U.S. Chapter Ambassadors who have dedicated their time and energy to supporting the Association. The Ambassador Award recognizes their individual achievements and acknowledges the appreciation of their dedication. MIDDLETOWN, Ohio, March 30, 2022 /PRNewswire-PRWeb/ — The missionRead More →

dubai – Founded in 2008, Capital Hills is a leading financial services firm that provides financial counseling to groups and organizations struggling with financial issues and delinquency. She prides herself on her expertise in finance and law. Capital Hills offers financial delinquency, financial mediation and management consulting services in theRead More →

FORT LAUDERDALE, Florida., January 28, 2021 /PRNewswire/ — Associated Financial Consultants & Investor Services (Associated), a South Floridaindependent wealth management firm founded in 1972, today announced the addition of patrick farrell and Marc Arnaud to his team as financial advisers. Mr. Farrell, the former CEO of Investacorp, an independent brokerage,Read More →

More often than not, SMEs find it difficult to access working capital. Credit and financing for MSMEs: One of the biggest challenges any business faces is sustainable growth. The pace of change in today’s economic landscape poses a risk to the foundation of any cross-industry and cross-industry business. Financial consultantsRead More →

TORRANCE, Calif.–(BUSINESS WIRE)–EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser specializing in client-centric financial planning and investment management services, announced its acquisition of Personal Financial Consultants, Inc. (“Personal Financial”). The acquisition expands EP Wealth’s office in Lafayette, Calif., and strengthens the company’s presence in the SanRead More →

AUSTIN, Texas–(BUSINESS WIRE)–Kestra Financial, Inc. (Kestra Financial), an industry-leading platform of independent advisors, today announced the addition of Potomac Financial Consultants, an independent financial services firm whose history spans more than three decades. Located in the DC Metro Area, Potomac Financial Consultants is led by President Michelle Bender, CFP®FIA®, aRead More →