best independent financial advisory firms

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Search results

- Independent Advisor Alliance Has $794,000 Stock Position in Regions Financial Co. (NYSE:RF)
  ETF DAILY NEWS· 15 hours ago
  (NYSE:RF – Free Report) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 40,951 shares of the bank’s stock after selling 1,345 ...
- Xperi gains proxy firm support ahead of shareholder meeting By Investing.com
  Investing.com· 7 hours ago
  Xperi (NASDAQ:ADEA) Inc. (NYSE: XPER), a technology company, has received recommendations from three...
- Independent Advisor Alliance Sells 1,614 Shares of Live Nation Entertainment, Inc. (NYSE:LYV)
  ETF DAILY NEWS· 16 hours ago
  The fund owned 6,126 shares of the company’s stock after selling 1,614 shares during the quarter. ...
- Chevron-Hess Deal: To Vote or Not to Vote, That is the Question
  Hart Energy via Yahoo Finance· 6 hours ago
  A Hess Corp. proxy vote related to the company’s proposed $53 billion all-stock merger with Chevron...
- B. Riley Shares Sink on Q1 Loss, Revenue Dip
  Investing.com· 7 days ago
  Financial, Inc. (NASDAQ: RILY) reported a net loss for the first quarter of 2024, with earnings per share (EPS) at -$1.71 and revenue falling to $343...
- Penn Mutual Expands Leadership
  Clearfield Progress· 1 day ago
  Stephen Kennedy has joined Penn Mutual as Chief Operating Officer.
- Steward Partners Named Among Washington Business Journal's 2024 Best Places to Work List
  FOX 23 News Albany· 5 days ago
  Steward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best ...
- Buy 5 Investment Bankers for Sparkling Returns in the Near Term
  Zacks via Yahoo Finance· 11 hours ago
  PIPR operates through two primary revenue-generating segments: Capital Markets and Private Client...
- Cetera Beefs Up Advisory Solutions Team
  WealthManagement.com· 5 days ago
  Cetera Financial Group, the independent broker/dealer network with more than $475 billion in assets under administration, has added four new executives...
- Week’s Best: JPMorgan Hires $28 Billion Merrill Lynch Team
  Barrons.com· 4 days ago
  JPMorgan Chase’s wealth management unit recently lured away a Merrill Lynch team that oversaw $28...