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Plaquemine resident Charlotte Willis honored by Forbes magazine for work with Edward Jones
Post South· 11 hours agoLifelong Plaquemine resident Charlotte Willis, an Edward Jones financial advisor from Port Allen, was recognized twice in 2024 by Forbes magazine as a top ...
JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Legacy Financial Advisors Inc.
ETF DAILY NEWS· 4 days agoLegacy Financial Advisors Inc. lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by...
Proxy Advisors to BlackRock: Why Are You Paying Larry Fink So Much Money?
Barrons.com· 2 hours agoThe two most influential U.S. proxy-voting advisors are recommending that shareholders vote against...
RBC lures two ex-Merrill Lynch teams in the Northeast - InvestmentNews
InvestmentNews· 2 hours agoRBC Wealth Management has expanded its presence in the Northeastern US as it swipes two seasoned ...
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goals
FOX 4 Kansas City· 4 hours agoNEW YORK, May 14, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial & ...
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goals
Benzinga· 4 hours agoNEW YORK, May 14, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial & ...
...Survey Finds a Seventy Percent Change in Number of Financial Advisors Planning to Recommend...
The Advocate & Democrat· 1 day agoMore than one-third (35%) of financial advisors surveyed say they plan to recommend digital assets to their clients within the next six months, according ...
Jump Financial LLC Boosts Position in GLOBALFOUNDRIES Inc. (NASDAQ:GFS)
ETF DAILY NEWS· 12 hours agoJump Financial LLC increased its holdings in GLOBALFOUNDRIES Inc. (NASDAQ:GFS – Free Report) by 707.3% in the fourth quarter, according to its most recent Form 13F filing ...
Council Post: Marketing For Financial Advisors: How To Develop A Plan
Forbes· 2 days agoOnly then do you offer a plan and products to help them reach their goals. Creating an effective...
Advisor propelled by social media 'superpower' - InvestmentNews
InvestmentNews· 1 day agoBefore becoming a financial advisor, Sam Huszczo was going to have an entirely different career. With an economics major under his belt, the founder of ...