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Prospera Financial Services

Displaying 5 results

Topic
  • News
  • February 20, 2024

Prospera adds $650M AUM firm in Redlands, California

The team was attracted to the boutique wealth management firm's 'family-like' culture.

Topic
  • News
  • January 26, 2024

Prospera launches family office program to serve UHNW clients

New solution responds to advisor demand for family office services.

Topic

Go big or go boutique?

Here are questions financial advisors should consider before making a move.

Topic
  • News
  • October 13, 2022

Prospera Financial names Tarah Williams president

Williams, who will continue as chief operating officer, assumes the presidency from David Stringer.

Topic
  • News
  • April 28, 2022

Prospera creates program matching practice buyers, sellers

The Advisor Practice Exchange Program program includes a dedicated consultant to help advisers navigate the buying or selling process.