Search by Tag: Financial Advice
209 total news stories found.
Dr. Dimitris Bertsimas Honored as Recipient of the INFORMS President's Award and the Prestigious John von Neumann Theory Prize
2019-11-21 | SAVVI Financial LLC co-founder, Dr. Dimitris Bertsimas, is awarded the INFORMS President's Award and the Prestigious John von Neumann Theory Prize.
Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
2019-11-13 | Gary Campbell to assume the role of Chief Strategy Officer
Marina Narvarte has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2019-11-09 | Ms. Narvarte has maintained her involvement as the director of membership development for the Lodi Chamber of Commerce
Twelve Financial Advisors Seeking Independence Join Financial Advocates
2019-11-08 | Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter
Financial Advocates' Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
2019-11-01 | Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson
Sugar Hill Attorney Danielle Hudson Laughlin Earns Profit First Certification
2019-08-22 | Profit First Professionals Help Guide Businesses to Higher Profitability
Affinity Federal Credit Union Launches the Great Savings Challenge
2019-08-20 | Michael Walters Advertising assisted Affinity with this initiative by designing an engaging and attention-grabbing advertising and marketing campaign that educates members about saving and incentivizes them with cash prizes to take action.
Calamos Wealth Management's SVP Anita Knotts Recognized as an InvestmentNews 2019 Excellence in Diversity and Inclusion Awards Winner
2019-08-05 | One of 13 winners nationwide honored for promoting "equal opportunity for everyone" in financial advisory industry
Financial Advocates' Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
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.
Financial Advocates Named as a Finalist for Two WealthManagement.com 2019 Industry Awards
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."
Financial Advocates' Elevate Conference Brings Leading Financial Services Industry Experts to Seattle
2019-05-03 | Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
Bronfman Rothschild Named a 2019 "Best Places to Work for Financial Advisers" by InvestmentNews
2019-04-01 | The list is based on employer and employee surveys delving into everything from company culture and benefits to career paths and more
Financial Advocates Investment Management Recognized as a Top 100 RIA ETF Power User
2019-03-06 | "Our unique structure empowers advisors to build their practices as they see fit."
Should You Buy Insurance Direct or Through An Adviser?
2018-10-19 | Financial Framework Blog Weighs In
9th Annual EXPOSURE Concert for Domestic Violence Support this Weekend; Special Appearance by FLINTFACE
2018-06-20 | FLINTFACE is performing at this year's annual EXPOSURE Concert happening at the Cove in Depew June 22, 23 and 24. Proceeds help men and women victimized by domestic violence to get their lives back.
Financial Advocates Recognizes Two Advisors Named by Barron's as National Leaders
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."
Four New Advisors Join Financial Advocates in the First Quarter
2018-04-11 | "Each advisor who joins our team has a unique practice with their own vision of the future."
Bronfman Rothschild Named a 2018 "Best Places to Work for Financial Advisers" by InvestmentNews
2018-03-26 | InvestmentNews partnered with Best Companies Group to establish this year's top 50 great places to work.
Financial Advocates Welcomes Kelly Wamble to Olympic Investment Group
2018-02-11 | "It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."