L&S Advisors, Inc. Named to PSN Top Guns List of Best Performing Strategies for 2Q 2024
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies L&S Advisors, Inc. (www.lsadvisors.com) announced today it has...
$7.75B AUM RIA, Perigon Wealth Management, Adopts The Zoe Wealth Platform to Streamline Financial Advisory Services
Zoe Financial, a modern solution that combines lead generation with a premier digital wealth platform that enables advisory firms to onboard and service clients at...
Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success
Zoe Financial is Proud to Announce That the Zoe Wealth Platform is a Finalist for the Prestigious 2024 Wealthies Awards Zoe Financial, a solution combining...
Parallel Advisors Announces Appointment of David Canter to Board of Directors
Parallel Advisors, a premier independent wealth management firm, today announced the appointment of David Canter to its Board of Directors. Canter, a well respected expert...
Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Best-in-State Wealth Awards 2024 Recognition
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has...
Magnus Financial Group Announces William ‘Billy’ Bowden Has Joined the Firm as a Senior Vice President
Magnus Financial Group LLC (“Magnus”) is pleased to announce that William “Billy” Bowden has joined the firm as a Senior Vice President.Prior to joining Magnus,...
Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Top Financial Security Professional Recognition for a Third Consecutive Year
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been...
Olive Invest Debuts Principal Protected Outcomes (PPOs)
Empowering Independent RIAs with Cutting-Edge Alternatives to Structured Products Olive Invest, the New York-based financial technology company, has launched its Principal Protected Outcomes (PPOs) service,...
CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research
CacheTech Advisor Solutions Strengthens Quantitative Expertise with the Appointment of Raj Shekhar, CFA, as Portfolio Manager and Head of Quantitative Research CacheTech Advisor Solutions is...
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
NEW YORK, NY / ACCESSWIRE / August 1, 2023 / Magnus Financial Group LLC, a registered investment advisory (RIA) firm, has gained further recognition within...