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 →

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 →