InvestmentNews
Lexington Wealth Management adds Marcus Financial Advisors
John and Evan McCoy run Integrity Financial Services in Lancaster, Pennsylvania, and were previously affiliated with Securities America
New Jersey-based Modera merges with Pennsylvania-based Independence Advisors; Modera also receives equity infusion from Tria Capital Partners
The strategy also includes the creation of a new podcast, a six-part virtual webcast series and the launch of a fintech conference
First course helps advisers identify planning opportunities in tax returns.
Van Nest, who helps advisers use their communication skills and personal stories to engage with their clients, shares how she got her start in the industry and what drew her to work with advisers.
The combination of Los Angeles-based B. Riley and New York-based National Holdings will result in a firm with roughly 900 registered representatives and $29 billion in client assets.
Clients look to advisers for stability — especially when everything we thought as a nation about our republic was thrown into question in just a few short hours
Dale Kramer opens an indie shop, Kramer Wealth Strategies, in upstate New York
Pastor talks about how she made a name for herself in the financial services industry and explains why she is so passionate about what she does.
