Downing & Co. brings comprehensive family office services to Portland, OR, offering expert wealth management solutions typically reserved for the ultra-wealthy.

Keystone Private Wealth Strengthens Its Team with the Addition of Veteran Advisors Robert Valenzuela and Todd Luttmers, Enhancing Client-Focused Financial Strategies and Service Excellence

Keystone Private Wealth is thrilled to announce the addition of Robert Valenzuela and Todd Luttmers to our firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with our mission of prioritizing our clients. Together, they managed over $100 million in investment assets.

ComparisonAdviser shares a recent study that investigates the impact of a financial advisor on people's confidence in their financial plan.

MyPerfectFinancialAdvisor, the premier matchmaker between investors and financial advisors, has launched its new brand identity and website as BenFi. www.gobenfi.com is the nation's only service to find a financial advisor where the investor is first and the advisor second, investors are given specific advice on which advisor is ideal for them, and where the investor is in total control of when to reach out to the advisor.

Zoe Financial is Proud to Announce That the Zoe Wealth Platform is a Finalist for the Prestigious 2024 Wealthies Awards

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 the wealth they pass on to their children.

Just 9% of American investors in a recent ComparisonAdviser study say they use a human financial advisor to manage their investments.

Best in Wealth Management | Leading from the front

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 commitment to making an impact in the comprehensive wealth management industry.

From Shark Tank to Wealth Management | Lessons of Life and Entrepreneurship

Over 50% of Americans in Varying Age Groups Say They are Open to Working With a Remote Financial Advisor in Recent Survey

ALKEME expands risk management and wealth management offerings with latest acquisition in Virginia

ALKEME expands high-net-worth risk management and financial services offerings with latest acquisition in Texas

Centurion will carry on the Rosin mission to provide top-tier tax compliance and advisory services to clients.

The new options may help financial professionals close cases previously turned down due to health conditions

The virtual event was part of TruChoice’s ongoing commitment to community involvement

The two-day event offered attendees lively discussions, highly interactive sessions, and relationship-building opportunities

The practice management event featured a keynote address from an industry legend and was almost double the size of the 2022 event

The group-sponsored program provides discounted professional liability insurance for TruChoice's contracted financial professionals

Five members of Centurion have been named to the list

This accomplishment stands as yet another significant milestone within Centurion's journey through 2023.

The firm looks forward to the valuable leadership Darren will contribute to their ongoing growth in 2023.

20-year Phoenix-based wealth management firm expands into Dallas market

By launching Conscious Wealth Living, the company goes beyond wealth management to focus on helping people heal their relationship with money

This latest achievement builds upon Sterling's previous recognition to AdvisorHub's "Fastest Growing Advisors to Watch" List in 2022.

The practice management event featured a business-building session, adventurous outings, and relationship-building in a beautiful setting

Recognizing Excellence: Katapult Wealth Partners' COO, Dean Shill, Celebrated as Recipient of the Prestigious AICPA & CIMA PFP Standing Ovation Award

The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform

The prestigious award is based entirely on current employee feedback about their experience working at TruChoice

Building Momentum for the Education of Future Financial Professionals

Latest move accelerates company's ability to provide clients tax efficient solutions with proprietary and easy-to-use online technology that facilitates real estate 1031 exchanges

L1 Advisors, the pioneering wealth management platform that enables on-chain and non-custodial wealth management and advisory, is now available for any financial advisor, Registered Investment Advisor (RIA), or wealth manager to use with their clients.

Network will be open to clients, other portability networks

The investment landscape in 2023 is characterized by a high level of uncertainty and market volatility. The COVID-19 pandemic has caused widespread economic disruption, while geopolitical tensions, trade disputes, and rising interest rates have added to the uncertainty.

The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients

Brokerage Houses, RIAs, Private Banks & Family Offices Will Now Have Streamlined Access to Welton's Institutional Quality Investment Solutions Through iCapital's Leading Fintech Platform

Appearing in the Top Financial Planner/Advisor category.