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234 news stories found
Press Release
May 19, 2020
FinTech leader offers COVID Relief Planning Assistant for workers facing reduced or lost income
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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
February 21, 2020
Mr. Contino has been endorsed by Marquis Who's Who as a leader in the field of law
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Press Release
February 12, 2020
Mr. Rosenblatt has been endorsed by Marquis Who's Who as a leader in the fields of law and finance
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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
November 21, 2019
SAVVI Financial LLC co-founder, Dr. Dimitris Bertsimas, is awarded the INFORMS President's Award and the Prestigious John von Neumann Theory Prize.
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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 9, 2019
Ms. Narvarte has maintained her involvement as the director of membership development for the Lodi Chamber of Commerce
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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
August 22, 2019
Profit First Professionals Help Guide Businesses to Higher Profitability
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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 5, 2019
One of 13 winners nationwide honored for promoting "equal opportunity for everyone" in financial advisory industry
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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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Press Release
June 26, 2019
"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."
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Press Release
May 3, 2019
Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
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Press Release
April 1, 2019
The list is based on employer and employee surveys delving into everything from company culture and benefits to career paths and more
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Press Release
March 6, 2019
"Our unique structure empowers advisors to build their practices as they see fit."
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