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financial-advisor
Press Release
Feb 27, 2025
Parallel Advisors Welcomes Steve Fernelis, Establishes New York Presence
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Press Release
Feb 25, 2025
2025 Advisory Firm Valuations Remain Steady Despite Externalities
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Press Release
Feb 24, 2025
Parallel Advisors Partners with Scottsdale-Based Montlake Financial
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Press Release
Sep 16, 2024
Lender Market Unveils AI-Powered Financial Advisor Service for Business Owners
Revolutionizing financial planning with cutting-edge artificial intelligence technology
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Press Release
Aug 7, 2024
InsuranceAgentFinder.Com Unveils an Innovative Platform Connecting Consumers With Insurance Agents and Financial Advisors
In the digital age, the landscape of insurance and financial services has transformed. Consumers now seek products through online platforms, and there is a growing expectation for professionals to establish a unique brand presence in their communities. InsuranceAgentFinder.Com's platform enables professionals to leverage the latest generational trends and technological advancements, making a strong first impression on potential clients seeking expert assistance.
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Press Release
Jul 16, 2024
How AI is Impacting the Financial Advisor Industry, According to ComparisonAdviser Article
ComparisonAdviser's latest article examines how the implementation of AI in financial advisor firms is affecting both professionals and clients, as well as what it means for the future of the industry.
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Press Release
Jun 10, 2024
ComparisonAdviser's Latest Study Investigates Whether Selling a Home in Retirement is a Smart Move
One's home is often their biggest and most important asset in their life. But should they sell it once they retire to bolster their funds? ComparisonAdviser examines this important decision in its most recent study.
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Press Release
Jun 3, 2024
Parallel Advisors Announces Appointment of David Canter to Board of Directors
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Press Release
May 29, 2024
Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study
The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve the wealth they pass on to their children.
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Press Release
May 27, 2024
Northwestern Mutual: 5 Things for Home Buyers to Think of When Buying Their Dream Home
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Press Release
May 22, 2024
Northwestern Mutual: Ways Parents Can Plan for Their Children’s Future
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Press Release
Apr 29, 2024
Here's How Many People Use a Financial Advisor to Manage Their Portfolio, per ComparisonAdviser Survey
Just 9% of American investors in a recent ComparisonAdviser study say they use a human financial advisor to manage their investments.
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Press Release
Apr 18, 2024
Joseph Waitkevich of Concord Wealth Partners and Divorce Financial Solutions Achieves CDFA™ Designation
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Press Release
Apr 2, 2024
Succession Resource Group Research Finds 2024 Advisor Valuations Rebound to All-Time Highs
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Press Release
Mar 19, 2024
United Capital Selects Zoe Financial as its Digital Wealth Platform Solution
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Press Release
Jan 8, 2024
Third Year in a Row – Zoe Financial Wins NerdWallet’s 2024 Best-of Awards for Best Online Financial Advisor
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Press Release
Dec 11, 2023
GRANTvest Financial Group, a New Jersey-Based Financial Planning Firm, Wins Top Investment Firm in Community Choice Awards
GRANTvest Financial Group Wins Community Award
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Press Release
Nov 15, 2023
Hamilton Capital Welcomes Senior Advisor in Addition to New, Expanded Florida Office Location
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Press Release
Nov 7, 2023
Prominent Financial Advisory Firm, Select Wealth Partners, Strengthens Expertise With Addition of Accomplished Financial Advisor & Certified Public Accountant
Introducing an Exceptional Addition to Our Financial Advisory Team - A Certified Public Accountant with a Flair for Excellence
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Press Release
Sep 22, 2023
Jill Grimes Named as Centurion Wealth's Chief Compliance Officer
Jill will step into the CCO role after recently celebrating two years with the company.
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Press Release
Aug 25, 2023
Members of Centurion Wealth Management LLC Listed on Northern Virginia Magazine's Top Financial Professionals List
Five members of Centurion have been named to the list
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Press Release
Aug 17, 2023
Centurion Wealth Management Listed in Inc. 5000's Fastest-Growing Private Companies List
This accomplishment stands as yet another significant milestone within Centurion's journey through 2023.
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Press Release
Aug 15, 2023
Darren L. Colananni Named Partner at Centurion Wealth Management
The firm looks forward to the valuable leadership Darren will contribute to their ongoing growth in 2023.
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Press Release
Jul 26, 2023
Versant Capital Management Announces Ownership Transition
20-year Phoenix-based wealth management firm expands into Dallas market
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Press Release
Jul 14, 2023
Evergreen Wealth Solutions Strengthens Team With the Appointment of Advisor Todd Rishel
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Press Release
Jun 9, 2023
Dean Shill of Katapult Wealth Partners Awarded Prestigious AICPA Standing Ovation Honor
Recognizing Excellence: Katapult Wealth Partners' COO, Dean Shill, Celebrated as Recipient of the Prestigious AICPA & CIMA PFP Standing Ovation Award
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Press Release
May 9, 2023
TruChoice Hosts First TruWomen Mastermind of the Year
The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform
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Press Release
May 4, 2023
TruChoice Earns Great Place To Work Certification
The prestigious award is based entirely on current employee feedback about their experience working at TruChoice
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Press Release
Mar 23, 2023
Income Solver Software Ranked #1 by Advisors for Third Year in a Row for Retirement Income Strategies
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Press Release
Mar 22, 2023
SSanalyzer Wins Top-Ranked Social Security Software — Eighth Year in T3 Technology Survey
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Press Release
Mar 3, 2023
Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers
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Press Release
Feb 16, 2023
TruChoice Launches New Online Calculators
The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients
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Press Release
Jan 24, 2023
TruChoice Opens 2023 With Annual Climb Conference
The practice management event featured two keynote speakers, peer-to-peer sharing, and the launch of an exclusive new online calculator
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Press Release
Dec 14, 2022
TruChoice Adds 3 RILA Carriers to Product Shelf
The additions now give TruChoice 7 RILA carriers to offer financial professionals more available solutions for clients
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Press Release
Nov 30, 2022
Vision Retirement Introduces Cost-Effective 'Test Drive' Consultation Solution
New Option Makes It Easy for Prospective Clients to Engage With a CFP® Professional and Evaluate for a Good Fit
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Press Release
Nov 17, 2022
Northwestern Mutual: 7 Ways to Use a Bonus
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Press Release
Nov 1, 2022
Michael Aldrich Joins Parallel Advisors as Chief Operating Officer
Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years.
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Press Release
Oct 21, 2022
TruChoice Hosts Inaugural Discover Conference
The practice management event featured a keynote address from an industry legend, numerous business-building sessions, and networking opportunities galore.
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Press Release
Oct 20, 2022
TruChoice's Second Annual 5K Benefits the Gary Sinise Foundation
Employees and their families participated in the virtual event as part of TruChoice's ongoing commitment to community involvement
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Press Release
Sep 20, 2022
TruChoice's SPD Team Helps Financial Professionals Excel
The Specialized Products Division provides assistance in navigating the fastest-growing segment of the annuity space, registered index-linked annuities (RILAs)
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Press Release
Sep 1, 2022
Heather Katzenstein Joins Parallel Advisors
Katzenstein to build out Parallel's Trust Services offering.
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Press Release
Aug 29, 2022
Parallel Advisors Welcomes Teresa Milner
Milner brings extensive experience in helping clients gain and maintain financial security through life transitions.
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Press Release
Aug 25, 2022
TruChoice Hosts Inaugural TruWomen Annual Conference
The engaging two-day event offered a chance for lively interaction, sharing, and encouragement among the women in attendance
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Press Release
Aug 10, 2022
Capital Strategies Group & Goldstein Financial Group Join Forces With Chicago Expansion
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Press Release
Jul 27, 2022
Northwestern Mutual: How to Work With a Financial Advisor
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Press Release
Jul 21, 2022
Hard Press Forward: Parallel Advisors Hires Andrew Carrier as New Wealth Advisor, Advisor Solutions Director and Shareholder
Demonstrating a deep commitment to their partner and referral channel business, Carrier brings over 18 years of industry experience to put Parallel Advisors on offense.
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Press Release
Jul 5, 2022
TruChoice Hosts Inaugural Ascend Conference
Designed to provide a mid-year boost for financial professionals, the practice management event featured three keynote speakers along with numerous business-building sessions
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Press Release
May 17, 2022
Seven Group & Presults Partner to Give Financial Advisors Integrated Access to AI-Based Compliance Engine
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Press Release
May 4, 2022
Lia Whisler Joins Parallel Advisors
UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor
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Press Release
Apr 20, 2022
Kyle Caouette Joins Parallel Advisors
Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder
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Press Release
Apr 19, 2022
TruChoice Mourns Loss of Longtime Ann Arbor Annuity Exchange President, Van A. Lumbard
Lumbard, 75, was a highly respected 48-year veteran of the insurance industry
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Press Release
Apr 13, 2022
TruChoice Expands Exclusive Peer-to-Peer Coaching Program
Pilot program moves to full market launch after members experience nearly 30% increase in average case size*
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Press Release
Feb 10, 2022
TruChoice Launches Empowerment Program for Women
TruWomen aims to enrich, inspire, and uplift women in the financial industry
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Press Release
Feb 7, 2022
GRANTvest Financial Group, a New Jersey-Based Fiduciary Planning Firm, Launches Independent RIA With Charles Schwab as Custodian
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Press Release
Jan 18, 2022
Association of African American Financial Advisors Onboards New Leadership
AAAA Announces New Leadership
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Press Release
Jan 17, 2022
TruChoice Kicks Off 2022 With Annual Climb Conference
The practice management event featured four keynote speakers, the launch of an initiative for women financial professionals, and the unveiling of a new marketing campaign
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Press Release
Jan 6, 2022
Sexton Advisory Group: 5 Practical Financial Resolutions for 2022
Financial Consultant Steve Sexton Outlines Simple Steps to Make Good on Your Financial Goals
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Press Release
Dec 8, 2021
Northwestern Mutual: 3 Reasons to Hire a Financial Advisor - and 1 Not to
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Press Release
Dec 1, 2021
Avoid Costly Holiday Financial Scams With These Simple Tips From Sexton Advisory Group
Financial Consultant Steve Sexton Shares Timely Recommendations to Prevent Financial Fraud This Holiday Season
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Press Release
Nov 17, 2021
TruChoice's Flagship Marketing Platform, Retirement Roadblocks(TM), Receives Clean FINRA Letters
Clean Letters Can Help Prevent Detours that Registered Representatives May Face in Presenting Retirement Roadblocks to Clients
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