Tag : financial planning

Financial Advisory & Services

Summit Financial Acquires Stake in Parsons Broach Financial

Business Wire
by Business Wire017
Latest Investment Underscores Summit’s Commitment to Accelerated National Growth Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver...
OSS/BSS, Network Security & Telecommunications

Vivacity Infrastructure Group Appoints Mike Brescio as New CFO

PR Newswire
by PR Newswire021
Vivacity Infrastructure Group, a trusted provider of communications infrastructure solutions and services, is pleased to announce the appointment of Mike Brescio as Chief Financial Officer. In the...
The Inner Circle

From Data to Decisions: The Role of AI in Financial Strategy 

BI Journal
by BI Journal056
Explore how AI transforms raw data into strategic decisions in finance, enhancing forecasting, risk management, and real-time insights for smarter strategies. With digital transformation and...
Mergers, Acquisitions & Market Dynamics

Waverly Advisors Acquires Fiduciary Wealth Advisors

Business Wire
by Business Wire043
Waverly expands to six locations across Florida Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and...
Financial Advisory & Services

Integrated Partners Elevates Matt Ackermann to Chief Brand Officer

Business Wire
by Business Wire081
Seasoned media and brand expert will continue to champion the firm’s brand identity and drive national growth strategy Integrated Partners (“Integrated”), a national financial planning and...
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