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165 news stories found
Press Release
August 24, 2020
Financial Advocates Continues to Attract Pacific Northwest Advisors
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Press Release
July 24, 2020
Longtime Northwestern Mutual Advisors Join Financial Advocates
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Press Release
July 23, 2020
Financial Advocates continues to attract top advisors with their leadership and growth initiatives
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Press Release
May 13, 2020
Elvis Medica to Drive the Firm's Focus on Recruitment, Sales, Business Consulting and Advisory Solutions
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Press Release
March 27, 2020
Since 2019, Mr. Lynch has served Kinecta Federal Credit Union as the Southern California Retail Area Sales Manager
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Press Release
March 10, 2020
Four DeepTarget Clients Honored for January and February Performance
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Press Release
February 20, 2020
DeepTarget Poised for 2020 Expansion and Growth Acceleration
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Press Release
January 26, 2020
"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
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Press Release
January 24, 2020
C. myers corporation offers three ALM Education courses in 2020.
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Press Release
January 21, 2020
DeepTarget to power customer engagement and revenue growth for goDough FI customers
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Press Release
December 16, 2019
DeepTarget is now even easier to use with a sleek, new contemporary look and feel
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Press Release
November 13, 2019
Gary Campbell to assume the role of Chief Strategy Officer
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Press Release
November 8, 2019
Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter
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Press Release
November 1, 2019
Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill
and Michael Wilson
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Press Release
September 17, 2019
Over seventy-five Access Softek clients have achieved marketing and sales success using DeepTarget's intelligent platform to power member engagement and revenue growth
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Press Release
August 20, 2019
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.
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Press Release
August 13, 2019
DeepTarget's "Design Once, Engage Everywhere" intelligent platform is powering engagement and growth across the connected FI ecosystem
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Press Release
July 18, 2019
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
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Press Release
July 12, 2019
In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
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