XML Financial Group Named to Newsweek’s List of America’s Top Financial Advisory Firms 2025
25 nov. 2024 14h16 HE
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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 mars 2024 16h05 HE
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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 févr. 2021 06h00 HE
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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 juil. 2020 10h37 HE
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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 mars 2020 11h29 HE
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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 juil. 2019 09h00 HE
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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...