Category: Financial advisor

IQ Financial Advisor – Content page

Focus Financial Partners stated that his partner company Connectus Wealth Advisors acquires another wealth management practice. The latest addition is New England Investment and Retirement Group, a registered investment advisory firm based in North Andover, Mass., founded in 1995, according to Focus. NEIRG oversees about $ 766 million for nearly 2,200 accounts, according to its […]

DA Davidson & Co. Acts as Exclusive Information Research Strategic and Financial Advisor in its $ 192 Million Sale to Stewart Information Services Corporation | Business

NEW YORK – (BUSINESS WIRE) – October 4, 2021– DA Davidson & Co. announced today that it has served as exclusive strategic and financial advisor to Informative Research (“IR”), a leading provider of technology data, analytics, and credit decision-making products and services to the US mortgage community, on its sale to Stewart Information Services Corporation […]

Ready for a new financial advisor? 7 things to do when you leave your current one

MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our links, but our recommendations are independent of any compensation we may receive. Breaking up is hard to do, but sometimes it’s for the best. Even if you’ve been with […]

Money Smart Publishing to Publish “The Financial Advisor’s Digital Asset Practice Guide”

If you’re a financial advisor looking to grow a digital asset practice, you can’t afford to miss this book. Bitcoin and cryptocurrencies are quickly becoming an area of ​​interest for retail and institutional clients. Is your practice ready? Do you have a system in place to create a digital asset offering in your practice? If […]

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