XML Financial Group Named to Newsweek’s List of America’s Top Financial Advisory Firms 2025
25. November 2024 14:16 ET
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XML Financial Group
BETHESDA, MD, Nov. 25, 2024 (GLOBE NEWSWIRE) -- XML Financial Group (“XML”), an independent wealth and investment management firm with offices in Maryland, Virginia, Pennsylvania, and Colorado, is...
Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer
18. März 2024 16:05 ET
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LPL Financial Holdings, Inc.
LPL Financial announced Christa Carone has joined the firm as Executive Vice President and Chief Marketing and Communication Officer.
Money Concepts Continues to Challenge the Status Quo
04. Februar 2021 06:00 ET
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Money Concepts International, Inc.
Palm Beach Gardens, Feb. 04, 2021 (GLOBE NEWSWIRE) -- Since its founding in 1979, Money Concepts International, Inc. has been a leader in building a growth organization without compromise. Their...
Keith L. Frasier Joins Integrated Partners as Vice President, Advisor Recruiting
29. Juli 2020 10:37 ET
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Integrated Partners
Boston, MA, July 29, 2020 (GLOBE NEWSWIRE) -- Integrated Partners, a national financial planning and registered investment advisory firm, is pleased to announce the appointment of Keith L....
Patti Brennan Ranks # 6 in Barron's Top 1,200 Financial Advisors State by State
17. März 2020 11:29 ET
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Key Financial, Inc.
WEST CHESTER, Pa., March 17, 2020 (GLOBE NEWSWIRE) -- Key Financials’ CEO, Patti Brennan has once again claimed the #6 spot in Barron's Top 1,200 Advisors State by State ranking. The annual Top...
FA Match Launches ‘Success Network’ for Wealth Management Firms
16. Juli 2019 09:00 ET
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FA Match
Springfield, MA, July 16, 2019 (GLOBE NEWSWIRE) -- FA Match, the digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking...