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1. • Becky Rang

     Los Angeles Times· 2 hours ago

     Becky Rang, Certified Private Wealth Advisor (CPWA®) and Retirement Management Advisor (RMA®) joined Avitas Wealth Management in 2021, bringing over a decade of experience in the wealth management industry.

2. • Raymond James Financial Services Advisors Inc. Trims Stake in Cushman & Wakefield plc (NYSE:CWK)

     ETF DAILY NEWS· 3 days ago

     Raymond James Financial Services Advisors Inc. trimmed its stake in Cushman & Wakefield plc (NYSE:CWK – Free Report) by 51.7% in the 4th quarter, according ...

3. • 

     Advisors Who Use More Tech Tend to Outperform: Cerulli | ThinkAdvisor

     ThinkAdvisor· 2 days ago

     The gains over a three-year period are in client acquisition and assets under management, research...

4. • 

     A Wealth Shift That Could Leave Some Younger Americans Behind

     New York Times· 4 hours ago

     Assets held by baby boomers are changing hands, but that doesn’t mean their millennial heirs will be...

5. • Raymond James Financial Services Advisors Inc. Has $316,000 Stock Holdings in iShares Global Timber...

     ETF DAILY NEWS· 6 days ago

     Raymond James Financial Services Advisors Inc. lifted its position in shares of iShares Global Timber & Forestry ETF (NASDAQ:WOOD – Free Report) by 15.7% ...

6. • What does financial success mean to you?

     Shreveport Times | The Times via Yahoo Finance· 21 hours ago

     Argent Advisors, Inc. is an SEC registered investment adviser. A copy of our current written disclosure statement discussing our advisory services and fees ...

7. • Ex-Merrill Lynch Advisor With $820 Million Jumps to LPL Financial

     Barron s Online· 6 days ago

     A former Merrill Lynch advisor who oversaw approximately $820 million in client assets joined LPL Financial’s Strategic Wealth Services unit, which helps ...

8. • Raymond James Financial Services Advisors Inc. Takes $216,000 Position in Beam Therapeutics Inc....

     ETF DAILY NEWS· 3 days ago

     Raymond James Financial Services Advisors Inc. bought a new stake in Beam Therapeutics Inc. (NASDAQ:BEAM – Free Report) during the fourth quarter, according ...

9. • Johnson & Johnson (NYSE:JNJ) Shares Acquired by Pathway Financial Advisors LLC

     ETF DAILY NEWS· 2 days ago

     Pathway Financial Advisors LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.3% in the 4th quarter, according to its most ...

10. • 

      Everton's Advisers Scramble to Save 777 Takeover Deal

      Bloomberg· 6 days ago

      Everton FC’s main financial adviser, Deloitte LLP, is scrambling to find new backers to save a...