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 →
SageView Advisory Group has agreed to acquire Angeles-based wealth management firm Summit Financial Consultants for an undisclosed amount. The transaction is expected to close on July 31, 2022. Summit, which oversees $321 million in assets, provides comprehensive retirement planning and financial planning to clients. As a result of the agreement,Read More →
With young people in the market for financial education, the instinct is to turn to social media. On TikTok, tens of millions of posts have gathered under hashtags like #PersonalFinance, #MoneyTok or #HowToInvest. It’s so easy to find digestible one-minute videos of people quickly spouting advice on investing, saving, andRead 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 →
posted on November 3, 2021 posted on November 3, 2021 Forward Investment Services has signed a definitive agreement to acquire Lakeside Financial Consultants, Inc. The addition of Lakeside Financial offices in Medford and Phillips brings the full reach of Forward Investment Services toRead 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 →
The US-based brokerage firm plans to hire more financial consultants; it currently employs 410 people but aims to reach 450 by the end of the year and 500 by the end of 2021, according to Business Insider. Trading Insider Information Additionally, while E-Trade initially planned to cut advertising and marketingRead 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 →
Over 35 years ago, Allen Ostrofe and his wife Sabine moved to Grass Valley, after years of working overseas. From 1970 to 1984 Ostrofe worked in New York, Germany and Argentina. He was a director of the multinational corporation J. Walter Thompson. “My job was to ensure the profitability, inRead 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 →