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...
Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study
The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve...
Sakal Ventures & Kris Bortnovsky (Bort) Surpass $50M AUM Milestone, Pioneering Innovation Across Varied Tech Investments
Kris Bortnovsky (Bort), the visionary founder of Sakal Ventures, has navigated a path marked by resilience, determination, and unwavering dedication. From the highs of triumph to...
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...
Here’s How Many People Use a Financial Advisor to Manage Their Portfolio, per ComparisonAdviser Survey
Just 9% of American investors in a recent ComparisonAdviser study say they use a human financial advisor to manage their investments. In its recent study,...
Evan Shear Named to Forbes 2024 Best-in-State Wealth Advisors List
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that CrossleyShear founding partner Evan Shear has once again...
Joseph Waitkevich of Concord Wealth Partners and Divorce Financial Solutions Achieves CDFA™ Designation
Joseph Waitkevich, a Wealth Advisor at Concord Wealth Partners and Divorce Financial Solutions, has obtained the certification of Certified Divorce Financial Analyst™ (CDFA™). This esteemed...
For 8th Consecutive Year, Michael Silver Named One of Barron’s Top Financial Advisors
Michael’s inclusion in Barron’s Top 1,200 Financial Advisors highlights his dedication to his clientele, his nearly three decades of experience in the field, and his...
Succession Resource Group Research Finds 2024 Advisor Valuations Rebound to All-Time Highs
Succession Resource Group, Inc. (SRG) published its eighth annual review of advisor acquisition activity, unveiling key trends for advisors interested in buying, selling, and succession...
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,...