Independent wealth management firm’s three senior executives listed as “Leaders of Influence” and “Finance Visionaries” in Los Angeles LOS ANGELES, April 26, 2022 /PRNewswire/ — HCR Wealth Advisors, a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients’ financial well-being, recently won multiple […]
advisors
Pontera and Mutual Group Announce Partnership to Enable Advisors to Manage Client Held Away Retirement Accounts | Business
NEW YORK & OMAHA, Neb.–(BUSINESS WIRE)–Apr 6, 2022– Financial technology company Pontera, formerly known as FeeX, announced today that it has formed a partnership with Mutual Group to enable financial advisors to securely and compliantly manage and trade their clients’ retirement accounts. Held away accounts, including 401(k)s, 403(b)s and more, […]
Preparing the next generation of financial advisors | MSUToday
Vincent Pucillo is a senior majoring in marketing in the Broad College of Business, minoring in financial planning and wealth management and entrepreneurship and innovation. He is currently the president of the MSU Wealth Management Association which is playing a key role in the FPA of Michigan’s upcoming Student Success […]
Regions Financial to Build on Capital Markets Growth with Acquisition of Clearsight Advisors
BIRMINGHAM, Ala.–(BUSINESS WIRE)–Regions Financial Corp. (NYSE:RF), the parent company of Regions Bank, on Friday announced it has entered into a definitive agreement to acquire Clearsight Advisors, Inc., a leading-edge mergers and acquisitions firm serving clients in the technology, professional services, data and information services, and digital and technology-enabled services industries. […]
Asset Manager Websites Wield Big Influence on Advisors’ Decision to Invest, J.D. Power Finds | Business
TROY, Mich.–(BUSINESS WIRE)–Dec 9, 2021– Think financial advisors select asset managers based solely on track record and relationships with wholesalers? Think again. The information advisors do and do not provide on their websites and the ease of access to that information have become key drivers of strong intent to invest […]
Generational Wealth Advisors Recognized as a ‘D Magazine’ Top Wealth Manager for 11th Time
DALLAS, November 10, 2021–(BUSINESS WIRE)–Generational Wealth Advisors (GWA), a member of Generational Group, is excited to announce its 11th year being recognized as a D Magazine Top Wealth Manager. The firm is currently named in D Magazine’s November 2021 issue. D Magazine’s award is presented annually to leading wealth management […]
Raymond James Launches “Practice Exchange,” a Robust and Holistic Succession Planning Platform for Financial Advisors
ST. PETERSBURG, Fla., Oct. 11, 2021 (GLOBE NEWSWIRE) — Building on its industry-leading succession and acquisition planning support for financial advisors, Raymond James has launched “Practice Exchange,” a robust and holistic succession planning platform for Raymond James advisors, according to Robert Goff, vice president, Succession & Acquisition Planning at Raymond […]
Here’s where to invest your money in 2022, CNBC’s top advisors say
Paul Taylor | Getty Images Mark Mirsberger, CEO of Dana Investment Advisors Rank on FA 100 list: 1 Mark Mirsberger Source: Dana Investment Advisors “We don’t see rising inflation as completely transitory, and therefore we’re positioning portfolios accordingly,” said Mirsberger at Dana Investment Advisors. “This includes focusing on adjustable and floating […]