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Search News by Tag: Financial Advice

229 news stories found

Press Release November 21, 2019
Dr. Dimitris Bertsimas Honored as Recipient of the INFORMS President's Award and the Prestigious John von Neumann Theory Prize
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
Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
Gary Campbell to assume the role of Chief Strategy Officer
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Press Release November 9, 2019
Marina Narvarte has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
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
Twelve Financial Advisors Seeking Independence Join Financial Advocates
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
Financial Advocates' Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson
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Press Release August 22, 2019
Sugar Hill Attorney Danielle Hudson Laughlin Earns Profit First Certification
Profit First Professionals Help Guide Businesses to Higher Profitability
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Press Release August 20, 2019
Affinity Federal Credit Union Launches the Great Savings Challenge
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
Calamos Wealth Management's SVP Anita Knotts Recognized as an InvestmentNews 2019 Excellence in Diversity and Inclusion Awards Winner
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
Financial Advocates' Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
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
Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
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
Financial Advocates Named as a Finalist for Two WealthManagement.com 2019 Industry Awards
"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
Financial Advocates' Elevate Conference Brings Leading Financial Services Industry Experts to Seattle
Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
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Press Release April 1, 2019
Bronfman Rothschild Named a 2019 "Best Places to Work for Financial Advisers" by InvestmentNews
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
Financial Advocates Investment Management Recognized as a Top 100 RIA ETF Power User
"Our unique structure empowers advisors to build their practices as they see fit."
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Press Release October 19, 2018
Should You Buy Insurance Direct or Through An Adviser?
Financial Framework Blog Weighs In
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Press Release June 20, 2018
9th Annual EXPOSURE Concert for Domestic Violence Support this Weekend; Special Appearance by FLINTFACE
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.
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Press Release May 11, 2018
Financial Advocates Recognizes Two Advisors Named by Barron's as National Leaders
"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."
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Press Release April 11, 2018
Four New Advisors Join Financial Advocates in the First Quarter
"Each advisor who joins our team has a unique practice with their own vision of the future."
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Press Release March 26, 2018
Bronfman Rothschild Named a 2018 "Best Places to Work for Financial Advisers" by InvestmentNews
InvestmentNews partnered with Best Companies Group to establish this year's top 50 great places to work.
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Press Release February 11, 2018
Financial Advocates Welcomes Kelly Wamble to Olympic Investment Group
"It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."
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