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SageView Closes Acquisition of $321 Million Summit Financial Consultants
WBRC Fox 6 Birmingham· 23 hours agoSageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced it completed the acquisition of Summit Financial
Blackston Financial Advisory Group LLC Sells 176 Shares of Apple Inc. (NASDAQ:AAPL)
ETF DAILY NEWS· 1 hour agoBlackston Financial Advisory Group LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.3% in the first quarter, according to ...
SERIE WEALTH ADVISORY LAUNCHES INTO INDEPENDENCE WITH RIA GIANT STRATOS WEALTH PARTNERS
WCTV Tallahassee· 19 hours agoGARDEN CITY, N.Y., Aug. 9, 2022 /PRNewswire/ -- Stratos Wealth Partners (Stratos), a Stratos Wealth Holdings company, is pleased to welcome Paul C. Serie and his firm, Serie ...
LPL Financial Cut Ties With Advisor Over Alleged Racism. Now, She’s Suing the Firm.
Barrons.com· 16 hours agoThe video went viral. LPL Financial terminated its relationship with Cure on Aug. 4. In a statement...
Commonwealth Equity Services LLC Acquires 1,349 Shares of Jones Lang LaSalle Incorporated (NYSE:JLL)
ETF DAILY NEWS· 7 minutes agoCommonwealth Equity Services LLC grew its position in shares of Jones Lang LaSalle Incorporated (NYSE:JLL – Get Rating) by 16.2% in the first quarter, according to the company in its most recent ...
Iberia Advisory, LLC Adds Former U.S. Senior National Security Executive and Veteran Bishop Garrison...
WDTV· 14 hours agoGarrison joins the DC-based federal financial management consulting firm's board to leverage his decades of leadership experience in the national security ...
Magic Empire Global Limited Announced Closing of Initial Public Offering
Benzinga· 5 hours agoThe Offering was conducted on a firm commitment basis.
Syracuse, NY based fee-only wealth management firm named top 50 fastest growing firms in the United...
WKYT Lexington· 11 hours agoSYRACUSE, N.Y., Aug. 9, 2022 /PRNewswire/ -- Rockbridge Investment Management, LLC ("Rockbridge"), an independent fee-only wealth management firm, is proud to announce they ...
Blackston Financial Advisory Group LLC Has $2.19 Million Holdings in Microsoft Co. (NASDAQ:MSFT)
ETF DAILY NEWS· 1 day agoBlackston Financial Advisory Group LLC lifted its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 5.2% in the 1st quarter, HoldingsChannel.com ...
Microsoft Co. (NASDAQ:MSFT) Stock Position Lowered by WBH Advisory Inc.
ETF DAILY NEWS· 33 minutes agoWBH Advisory Inc. trimmed its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 6.1% in the first quarter, Holdings Channel.com reports. Microsoft comprises 1.5% of ...
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