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News
Founder & CEO of WE Alliance Wealth Advisors on The Investment Blind Spot
1+ week, 1+ day ago (140+ words) Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot TMJ4 News WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way…...
Foundation sticks with adviser, saves $70,000
1+ week, 4+ day ago (584+ words) The foundation's decision to stick with its longtime investment adviser came down to a familiar calculation: the price was right, the performance had been strong and members of its investment committee were satisfied. The Citrus County Charitable Community Foundation board…...
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
Brent Holcombe Launches Chocorua Wealth Management With Osaic Wealth Affiliation
2+ mon, 2+ week ago (300+ words) Brent D. Holcombe, CFP, has launched Chocorua Wealth Management, an independent wealth management firm based in Albany, N.H., focused on serving individuals, families and business owners through financial planning, investment management and long-term wealth advisory services. Holcombe brings more than 30 years of…...
&Partners Expands With Advisor Additions Across South Carolina, Indiana, New Jersey And Beyond
2+ mon, 3+ week ago (395+ words) &Partners announced several recent additions to its wealth management community, including Brandon Downey at Triune Wealth Management, Three Points Wealth Planners, Brookside Wealth Advisors, and new team members at Wavewood Private Wealth. The additions expand &Partners’ presence across several markets,…...
Creative Planning broadens reach in southwest with accounting, advisory firm acquisition
2+ mon, 3+ week ago (318+ words) Creative Planning is broadening its footprint along the Gulf Coast, announcing an agreement to acquire MarkhamNorton Accountants+Advisors, a long-established accounting and advisory firm based in southwest Florida. The Overland Park, Kansas-based registered investment advisor said the deal is set…...