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Bragg Financial Advisors Inc Cuts Stock Holdings in Deere & Company (NYSE:DE)
ETF DAILY NEWS· 7 days agoThe firm owned 6,583 shares of the industrial products company’s stock after selling 448 shares...
Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Barrons.com· 1 day ago“I remember back in 2017, 2018, Michael Kitces came out with the (financial advisor) technology map,...
Morgan Stanley Notches Win in $900K Deferred Comp Case
Barrons.com· 1 day agoA spokeswoman for Morgan Stanley said the company was pleased with the win. “We are gratified that...
HighPoint Advisor Group LLC Acquires Shares of 19,568 Novartis AG (NYSE:NVS)
ETF DAILY NEWS· 15 hours agoHighPoint Advisor Group LLC acquired a new stake in shares of Novartis AG (NYSE:NVS – Free Report) during the 4th quarter, according to its most recent disclosure with the ...
Robo Advisor vs. Online Financial Advisor: What's the Difference?
US News & World Report· 1 day agoRobo advisors appeared on the financial advising scene roughly 15 years ago to offer fee-conscious individuals access to well-crafted ...
Jackson Financial Inc. (NYSE:JXN) Shares Sold by B. Riley Wealth Advisors Inc.
ETF DAILY NEWS· 16 hours ago:JXN – Free Report) by 14.2% during the fourth quarter, HoldingsChannel reports. The fund owned 35,212 shares of the company’s stock after selling 5,819 shares during the ...
243 Shares in iShares S&P 500 Value ETF (NYSEARCA:IVE) Acquired by Scarborough Advisors LLC
ETF DAILY NEWS· 17 hours agoScarborough Advisors LLC acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired ...
HighPoint Advisor Group LLC Purchases New Shares in Kimberly-Clark Co. (NYSE:KMB)
ETF DAILY NEWS· 15 hours agoThe firm purchased 5,346 shares of the company’s stock, valued at approximately $669,000. Other...
Scarborough Advisors LLC Makes New Investment in Becton, Dickinson and Company (NYSE:BDX)
ETF DAILY NEWS· 16 hours agoScarborough Advisors LLC purchased a new position in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) during the 4th quarter, HoldingsChannel.com ...
EP Wealth Advisors LLC Takes $521,000 Position in Security National Financial Co. (NASDAQ:SNFCA)
ETF DAILY NEWS· 17 hours agoEP Wealth Advisors LLC purchased a new stake in Security National Financial Co. (NASDAQ:SNFCA – Free...