Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related

KF Advisors named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Jennifer Oliverio, Financial Advisor, co-hosts one of Edward Jones’ Centennial celebrations in Colorado

eNewsChannels NEWS: -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

Bellvue Rush, Inc. Is Bringing the Investment Strategies of the 1% to Everyone

eNewsChannels NEWS: -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

DaVinci Capital Partners Tailors Customized Financial and Retirement Solutions for Clients Throughout Ventura County, CA

eNewsChannels NEWS: -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Financial Advisor Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

eNewsChannels NEWS: -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Southwestern Investment Group names Gary Bonner as COO

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Klingenstein Fields Advisors Opens New Office in West Palm Beach and Adds Senior Business Development and Advisory Resource

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

Southwestern Investment Group Named a 2022 Top Workplace in Middle Tennessee, Third Consecutive Year

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, enters into strategic partnership with Seaport Global

eNewsChannels NEWS: -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

Nine Southwestern Investment Group Advisors from Franklin, TN Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

eNewsChannels NEWS: -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

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