Tag: Registered Investment Advisers
CFD Companies’ Social Media Marketing Suopport Validated by Adviser Appearance at Jolt! Conference
eNewsChannels NEWS: -- CFD Companies' efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals.
Independent wealth management company Southwestern Investment Group celebrates 20th Anniversary
eNewsChannels NEWS: -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
Paul B. Stetz Joins Fairport Wealth as Chief Operating Officer
eNewsChannels NEWS: -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
