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Press Release
March 26, 2018
SARA Investment Real Estate has closed on the purchase of the Dunkirk Square Retail Center
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March 2, 2018
Mr. Fine has been endorsed by Marquis Who's Who as a leader in the financial industry
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February 23, 2018
The combined firms will serve over 2,500 individuals and 1,000 businesses.
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February 22, 2018
On March 1st, Over 430 Nonprofits Will Appeal To Your Generosity
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February 20, 2018
Poulin has been involved with United Way of Miami-Dade since 1995
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February 16, 2018
Global Banking & Finance Review announces the list of winners for its annual awards Program 2017.
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February 16, 2018
Finance Digest announces the list of award winners for its annual awards Program 2017
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February 16, 2018
Mr. Hettick has been endorsed by Marquis Who's Who as a leader in the financial industry
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February 13, 2018
Bronfman Rothschild today announced that, for the third year in a row, the Centre for Fiduciary Excellence (CEFEX) has certified the firm's Plan Advisor team to its fiduciary standards of excellence.
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Press Release
February 13, 2018
SARA Investment Real Estate, a full-service commercial real estate investment and brokerage firm, has closed on the purchase of an office building in Wauwatosa, WI. The building includes 102,000 square feet at 2675 Mayfair Road.
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Press Release
February 13, 2018
SARA Investment Real Estate, a full-service commercial real estate investment and brokerage firm, has closed on the purchase of The Meadows, two multi-tenant buildings in the Westport/Maryland area of St. Louis.
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Press Release
February 8, 2018
FinFolio adds electronic trading to Autopilot, Riskalyze's Automated Account Platform. Straight-through processing will be available to Royal Bank of Canada clients in Q1'18 and to Riskalyze's other 20,000 clients in the months to follow.
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February 6, 2018
Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Neal Simon will take a leave of absence from Bronfman Rothschild to run for U.S. Senate in Maryland.
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February 5, 2018
ISITC's 24th annual summit will tackle disruption in financial services and how operations professionals can navigate the changing landscape
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February 3, 2018
"We found the expertise of the Financial Advocates' team to be complementary to our practice.."
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Press Release
January 27, 2018
"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.."
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January 24, 2018
Dennis M. Mahoney has been endorsed by Marquis Who's Who as a leader in the financial industry
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January 18, 2018
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
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January 12, 2018
Stults is the third addition to the firm's investment team within the past year
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January 3, 2018
Mr. Hill has been endorsed by Marquis Who's Who as a leader in the finance industry
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