Financial Professionals Archives

Financial Literacy, Education & SME Empowerment

World Investment Advisors Names Edward Walters President

PR NewswireOctober 7, 2025October 9, 2025

by PR NewswireOctober 7, 2025October 9, 2025042

Veteran wealth management executive brings visionary leadership, proven track record of transformation and deep expertise in building scalable advisory platforms World Investment Advisors, a leading...

Financial Advisory & Services

Former Pro Golfer BJ Dekreek Moves Advisory to Avantax

PR NewswireSeptember 10, 2025September 12, 2025

by PR NewswireSeptember 10, 2025September 12, 2025071

Aiming to add high-net-worth clients and partner with CPAs, Dekreek aligns with Legacy Capital Advisors, LLC, part of the Avantax Community since 2021 Avantax, a...

Regulatory Compliance & Risk Management

CAMICO Appoints Ric Rosario as Chairman of the Board

Business WireJune 30, 2025July 31, 2025

by Business WireJune 30, 2025July 31, 20250104

CAMICO, the nation’s largest CPA-directed program of insurance and risk management for the accounting profession, announced that retired, former president and Chief Executive Officer (CEO)...

Taxation, Financial Planning & Corporate Strategy

AAM Partners with Wilshire to Expand Distribution of the WPAFX

PR NewswireMay 19, 2025July 31, 2025

by PR NewswireMay 19, 2025July 31, 20250142

Multi-strategy private markets fund provides investors with streamlined access to private equity, private credit, and real assets Advisors Asset Management (AAM), a leading investment solutions provider,...

Consumer Behavior & Banking Engagement

Sydney Hockaday Joins Concorde as First Director of Marketing

PR NewswireMay 19, 2025July 31, 2025

by PR NewswireMay 19, 2025July 31, 20250265

Concorde has hired Sydney Hockaday as director of marketing. In this newly created role, she will lead Concorde’s marketing strategy with a focus on elevating brand...

Tag : financial professionals

World Investment Advisors Names Edward Walters President

Former Pro Golfer BJ Dekreek Moves Advisory to Avantax

CAMICO Appoints Ric Rosario as Chairman of the Board

AAM Partners with Wilshire to Expand Distribution of the WPAFX

Sydney Hockaday Joins Concorde as First Director of Marketing

The Leadership Development Playbook for Gen Z and...

Top Three Rewards Programs to Inspire From in...

Cross-Industry Collaborations for Future-Ready Talent

Securing Data Pipelines: Trends in Telecom Cybersecurity

Smart Factories in 2025: Transforming Manufacturing

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