Latest News for: Top rias

Edit

LPL Financial Recognized for Technology Innovation by Bank Insurance Securities Association

Eagle-Tribune 21 Mar 2023
For more information, visit LPL.com ... Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No ... .
Edit

Financial Advisors Ron Clark, George Brkljacic Join LPL Financial

Eagle-Tribune 20 Mar 2023
CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Money Matters has joined LPL Financial’s broker-dealer, RIA and custodial platforms ... ("RIA") firms nationwide ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No.
Edit

Biggest COVID Question: What Will Happen In Ten years?

The Liberty Beacon 20 Mar 2023
Indeed, the explosion of cases is so bad that cancer is now one of the top three leading causes of premature death among young working-age adults — a trend that in turn has driven down U.S ... This article has been Fact Checked (See fact check statement @ top of article here) ... Photo in Featured Image (top) – by Ria Sopala from Pixabay.
Edit

Roberta Nelson Shea, Universal Robots, and Jeff Burnstein, Association for Advancing Automation, Selected for 2023 ...

Longview News-Journal 16 Mar 2023
Nelson Shea and Burnstein are pillars in the robotics industry and were unanimously selected by the awards committee and past chairs of the Robotic Industries Association (RIA, now A3) to win the award this year ... She was also a past board of director member for ANSI and RIA.
Edit

Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management

Eagle-Tribune 15 Mar 2023
LPLA) announced today that financial advisors Lucas Mijares and Jesse Ettlin have launched an independent practice, Zion Capital Wealth Management, and joined LPL Financial’s broker-dealer, RIA and custodial platforms ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No.
Edit

HERITAGE FINANCIAL HONORED ON BARRON'S LIST OF TOP 1200 ADVISORS

Longview News-Journal 15 Mar 2023
Barron's 2023 Top Advisor Rankings by State are based on data provided by over 5,000 of the nation's most productive advisors ... Heritage Financial has recently been recognized by Barron's as a Top 100 Independent Advisor, by Forbes as one of America's Top 100 RIA Firms, and as a Top Registered Investment Advisor by Financial Advisor Magazine.
Edit

AdvisorEngine® Releases Newest Issue of Action! Magazine, Featuring Insights From Dozens of Independent Investment Advisors, ...

The Galveston Daily News 15 Mar 2023
“The RIA recruiting crisis” provides tips and advice on how firms can successfully compete for top talent in a competitive market.“How wealth management firms can cut costs but stay competitive” examines how RIAs are looking to budget for cost savings and still spend.“Advisors.
Edit

The Mather Group Establishes TMG Innovation Lab

Hastings Tribune 14 Mar 2023
CHICAGO--(BUSINESS WIRE)--Mar 14, 2023-- ... “We’re excited about the launch of TMG Innovation Lab led by Michael,” said TMG CEO Chris Behrens ... Most recently, the firm was #49 on Barron’s 2022 list of Top 100 RIA Firms and ranked #22 on both Financial Advisor’s 2022 Top 50 Fastest-Growing Firms and Crain’s Chicago Business 2022 Fast 50 ... ABOUT TMG ... SOURCE.
Edit

Ritani Featured on Good Day New York to Reveal Lab Diamond Shopping Trends

Hastings Tribune 13 Mar 2023
Lab-grown diamonds are growing in popularity and have become the top choice for thousands of consumers ... Watch Ritani representative Ria discuss all things lab-grown diamonds, as well as showcase an assortment of sparkling products, on Good Day New York here ... Ria Papasifakis.
Edit

LPL Financial Welcomes Advisor Nick Lalonde

Eagle-Tribune 13 Mar 2023
CHARLOTTE, N.C., March 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial’s broker-dealer, RIA and custodial platforms ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No.
Edit

LPL Financial Welcomes New Linsco Advisor in San Diego

Eagle-Tribune 09 Mar 2023
... markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No.
Edit

Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services

Eagle-Tribune 06 Mar 2023
... Jordan Raniszeski CFP®, and Mary Sherrill Ware CFP®, a highly decorated team of advisors that recently ranked as one of the Top 10 Best-In-State Wealth Management Teams in North Carolina by Forbes* * ... ***Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No.
Edit

Silverleaf Wealth Management

Omaha World-Herald 05 Mar 2023
are named as Director's Club recipients, presented to the top 15% of LPL advisors ... are named Freedom's Club recipients, presented to the top 23% of LPL advisors ... **Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report).
Edit

PPA container tracking system okayed by ARTA

The Manila Times 05 Mar 2023
The Trusted Operator Program-Container Registry Monitoring System (TOP-CRMS), which has been indefinitely shelved by the PPA board, was scored by the ARTA as a "good practice". "PPA has provided concise and satisfactory evidence on all RIA (regulatory impact assessment) sections," the ARTA said in a resolution.
Edit

Two LPL Financial Attorneys Secure Fellowships at Leadership Council on Legal Diversity

Eagle-Tribune 03 Mar 2023
Diversity at LPL ... About LPL Financial ... Today, LPL is a leader in the markets we serve***, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (“RIA”) firms nationwide ... ***Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No ... .

Most Viewed

Chinese President Xi Jinping gestures while speaking to Russian President Vladimir Putin during their meeting at the Kremlin in Moscow, Russia, Monday, March 20, 2023.
AP / Sergei Karpukhin, Sputnik, Kremlin Pool Photo via AP
×