FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
July 26, 2022 12:00 ET
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FP Transitions
Lake Oswego, OR, July 26, 2022 (GLOBE NEWSWIRE) -- Promising an experience that serves an inclusive community of up-and-coming advisors, this year’s Advisor Circle’s Future Proof Festival will...
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
June 09, 2022 14:00 ET
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Magnus Financial LLC
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Michael Margiasso has joined the firm as an Investment Operations Associate. Margiasso...
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
June 06, 2022 09:00 ET
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Magnus Financial LLC
NEW YORK, June 06, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that James J. Broderick, CFP®, APMA® has joined the firm as Director of Investment Research...
Adviser Investments Names Mario Ramos as Chief Executive Officer
May 24, 2022 09:15 ET
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Adviser Investments
Newton, Massachusetts, May 24, 2022 (GLOBE NEWSWIRE) -- Adviser Investments, LLC (“Adviser Investments”) today announced it has appointed Mario Ramos as Chief Executive Officer to lead the company’s...
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
May 05, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Drew Collins, CFA®, MBA, has joined the firm as a Senior Managing Director. Prior to...
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
May 03, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 03, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Marc Beekman has joined the firm as an Investment Research Associate. Prior to joining...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
April 18, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
WisdomTree Launches Portfolio and Growth Solutions
April 18, 2022 08:30 ET
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WisdomTree Investments, Inc.
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced...
ADVISER INVESTMENTS AND POLARIS WEALTH ADVISORY GROUP TO JOIN FORCES
April 12, 2022 09:00 ET
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Adviser Investments
Newton, Massachusetts, and San Rafael, California, April 12, 2022 (GLOBE NEWSWIRE) -- Adviser Investments, LLC (“Adviser Investments” or “Adviser”) and Polaris Wealth Advisory Group (“Polaris”),...
Hamilton Capital, a Rapidly Growing $3.6 Billion RIA, Adds Another Powerful Financial Professional to Palm Beach Office
February 17, 2022 13:45 ET
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Hamilton Capital
PALM BEACH, Fla., Feb. 17, 2022 (GLOBE NEWSWIRE) -- Jeremy Dunlop, CFP® joins Hamilton Capital at its South Florida office (est. 2018) to support the firm's growing capabilities as it expands in the...