Tag : financial advisors

Mergers, Acquisitions & Market Dynamics

SFA Partners Adds 3 Teams, $200M Assets via Strategic Blueprint

PR Newswire
by PR Newswire0170
AdvicePoint, Clarity Financial Advisors and The Wealth Plan Company affiliate with SFA Partners’ RIA offering noted for providing advisors a personalized experience Firms selected Strategic Blueprint...
Economic Trends & Investment Insights

Sowell Management Symposium to Explore Future Wealth Trends

PR Newswire
by PR Newswire0134
Event will provide insider insights, hands-on strategy sessions, exclusive networking opportunities Sowell Management, a Registered Investment Advisor (RIA) and trusted partner to financial advisors nationwide,...
Financial Advisory & Services

65 UBS Advisors in Florida named Best-in-State by Forbes

Business Wire
by Business Wire0136
UBS today announced that 65 financial advisors in the firm’s Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for...
Lifelong Learning & Skills Development

Kaplan & iShares Launch ETFs & Portfolio Cert. for Advisors

Business Wire
by Business Wire0183
The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction Certificate Program for financial advisors, in collaboration with iShares®...