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Bankrate via AOL· 4 days agoIf you’re indifferent to the physical location of your financial advisor, companies such as Facet Wealth charge an annual flat fee and exclusively offer...
Level Four Advisory Services LLC Has $458,000 Stock Holdings in Weatherford International plc...
ETF DAILY NEWS· 4 days agoLevel Four Advisory Services LLC lowered its position in shares of Weatherford International plc (NASDAQ:WFRD – Free Report) by 55.6% in the fourth quarter, according to the ...
Brown Advisory Inc. Raises Stock Holdings in The Southern Company (NYSE:SO)
ETF DAILY NEWS· 2 days agoBrown Advisory Inc. boosted its holdings in shares of The Southern Company (NYSE:SO – Free Report)...
Avantax Advisory Services Inc. Has $1.39 Million Holdings in iShares Inflation Hedged Corporate Bond...
ETF DAILY NEWS· 7 days agoAvantax Advisory Services Inc. raised its holdings in iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI – Free Report) by 20.9% in the fourth quarter, according to the ...
Finativ unveils new service offering to boost business performance
Leasing Life via Yahoo Finance· 2 days agoIn response to growing demand from finance companies and intermediaries for improved service levels,...
Avantax Advisory Services Inc. Acquires New Position in Franklin Income Focus ETF (NYSEARCA:INCM)
ETF DAILY NEWS· 7 days agoAvantax Advisory Services Inc. bought a new position in shares of Franklin Income Focus ETF (NYSEARCA:INCM – Free Report) during the fourth quarter, according to the company ...
AlphaCore Adds Head of Corporate Development From Focus Financial
WealthManagement.com· 3 days agoLa Jolla, Calif.-based AlphaCore Wealth Advisory has put its new influx of money from Constellation Wealth Capital into hiring new talent. The firm, with ...
Avantax Advisory Services Inc. Sells 981 Shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG)
ETF DAILY NEWS· 23 hours agoAvantax Advisory Services Inc. reduced its position in shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 19.8% in the fourth quarter, according to the ...
Brown Advisory Inc. Sells 154 Shares of Tyler Technologies, Inc. (NYSE:TYL)
ETF DAILY NEWS· 21 hours agoBrown Advisory Inc. lessened its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 4.8% in the fourth quarter, according to its most recent filing with ...
Brown Advisory Inc. Acquires 413 Shares of Humana Inc. (NYSE:HUM)
ETF DAILY NEWS· 21 hours agoBrown Advisory Inc. boosted its holdings in shares of Humana Inc. (NYSE:HUM – Free Report) by 17.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor ...
