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2020-01-26 | "By offering financial advisors more options for independence and flexibility, advisors feel more confident about branching out on their own," said Angela Vlach, President and CEO of Financial Advocates

2019-12-20 | Ms. Loda has been endorsed by Marquis Who's Who as a leader in the field of finance

2019-11-13 | Gary Campbell to assume the role of Chief Strategy Officer

2019-11-08 | Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter

2019-11-01 | Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson

2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.

2019-07-12 | In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.

2019-06-26 | "Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."

2019-05-03 | Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance

2019-03-06 | "Our unique structure empowers advisors to build their practices as they see fit."

2018-09-19 | Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.

2018-06-12 | Mr. Hall adeptly assists high net worth individuals and privately owned businesses in implementing and coordinating financial planning strategies

2018-05-11 | "It's a pleasure supporting their practices as they continue to strive to deliver the very best in service and sound financial advice to their clients."

2018-04-11 | "Each advisor who joins our team has a unique practice with their own vision of the future."

2018-02-11 | "It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."

2018-02-03 | "We found the expertise of the Financial Advocates' team to be complementary to our practice.."

2018-01-30 | Ms. Stawnychy has been endorsed by Marquis Who's Who as a leader in the finance industry

2018-01-27 | "Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."

2018-01-18 | As CIO, Katsnelson will lead the firm's investment committee and provide solutions to its financial advisors encompassing money manager due diligence, asset allocation, and oversight of investment selections

2017-09-19 | We are navigating the landscape for our advisors and providing guidance, oversight and support so they can worry less and grow their business with confidence.