CG Financial Services: Taking A Holistic Approach With Clients
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Read moreJeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Read moreThe NAIFA-Arkansas Board of Directors hosted a dinner with the state legislature’s joint House and Senate Insurance & Commerce Committees. Attendees included highly influential elected officials whose decisions impact financial...
Read moreEdelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.
Read moreFrom Telemus Capital, Matt Dmytryszyn’s resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray,
Read moreIt waives excise tax for failure to take RMDS for 2024 for certain accounts
Read moreMonaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.
Read moreThe questions advisors should ask when considering private equity investments for their clients.
Read moreIn looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition.
Read moreWhile the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.
Read moreVerdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more.
Read moreTaimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.
Read moreAstraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
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