Search by Tag: Credit Unions
164 total news stories found.
Financial Advocates Welcomes Michael Wren, Long Time KMS Financial Services Advisor
2020-08-24 | Financial Advocates Continues to Attract Pacific Northwest Advisors
Financial Advocates Welcomes T. Scott Dudley and David W. Mc Quade of Stirling Financial Group
2020-07-24 | Longtime Northwestern Mutual Advisors Join Financial Advocates
Herrin Financial joins Financial Advocates from Raymond James
2020-07-23 | Financial Advocates continues to attract top advisors with their leadership and growth initiatives
Financial Advocates Announces New Senior Vice President of Business Development
2020-05-13 | Elvis Medica to Drive the Firm's Focus on Recruitment, Sales, Business Consulting and Advisory Solutions
Michael J. Lynch has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2020-03-27 | Since 2019, Mr. Lynch has served Kinecta Federal Credit Union as the Southern California Retail Area Sales Manager
DeepTarget Announces Customer Success Award Winners
2020-03-10 | Four DeepTarget Clients Honored for January and February Performance
DeepTarget Posts Record Sales and Revenues for 2019
2020-02-20 | DeepTarget Poised for 2020 Expansion and Growth Acceleration
Six Financial Advisors Seeking Independence Partner With Financial Advocates
2020-01-26 | "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
C. myers' 2020 ALM Education Courses
2020-01-24 | C. myers corporation offers three ALM Education courses in 2020.
DeepTarget for goDough Available
2020-01-21 | DeepTarget to power customer engagement and revenue growth for goDough FI customers
DeepTarget Launches New Intuitive User Experience
2019-12-16 | DeepTarget is now even easier to use with a sleek, new contemporary look and feel
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
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
DeepTarget and Access Softek Extend Relationship and Double Down on Customer Success
2019-09-17 | Over seventy-five Access Softek clients have achieved marketing and sales success using DeepTarget's intelligent platform to power member engagement and revenue growth
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.
DeepTarget's Open Platform Enables Cross-Channel Digital Engagement
2019-08-13 | DeepTarget's "Design Once, Engage Everywhere" intelligent platform is powering engagement and growth across the connected FI ecosystem
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."