Blog Archives

Equita Financial Network Announces New Structure for Women’s Financial Advisor Group

1/31/2023

Equita Financial Network (Equita) announced a new fee structure and enhanced benefits for their member firms, plus two new additions to the team. Industry thought leader Marie Swift and colleague Dori Thomas have joined the network as collaboration partners. An introductory webinar is scheduled for February 7, 2023 at 4:00pm Eastern Time. Equita’s co-founders will lead the group through the new options and share more of their “why story” then.

Myriad Advisor Solutions Announces New CEO

1/31/2023

Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes the helm at a very exciting time as Myriad heads toward its fifteenth anniversary and will, in the coming year, be breaking ground in the Des Moines suburban area to accommodate the company’s new office building and staff expansion.

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

1/25/2023

Kwanti recently announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving them time in the process.

Blue Chip Partners Wins Best Practices Award from InvestmentNews

1/17/2023

Blue Chip Partners was named a winner of InvestmentNews’ 2022 Best Practices Award. This award recognizes advisory firms at the top of their peer group in terms of financial performance, demonstrating high growth, productivity, and profitability. Award winners were determined based on results from the annual InvestmentNews Adviser Benchmarking Study, which looks to the top-performing financial advisory firms in the nation for lessons on how to build a best-in-class practice.

AXG Advisors Acquires the operations of Rose Glen, LLC

1/5/2023

AXG Advisors announced that it has acquired the operations of Rose Glen LLC (Rose Glen), a firm that has long provided innovative wealth transfer, preservation, and accumulation solutions to ultra-high net worth families across the country. This union brings a successful mentor/protégé relationship full circle. AXG co-founder, George Papanier worked under the tutelage of Morey Goldberg and team for several years prior to launching AXG Advisors with Adam Pauska in 2019. Goldberg will join AXG as a senior advisor.

Equita Financial Network Announces New Structure for Women’s Financial Advisor Group

Myriad Advisor Solutions Announces New CEO

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

Blue Chip Partners Wins Best Practices Award from InvestmentNews

AXG Advisors Acquires the operations of Rose Glen, LLC

Archives

Categories